Putnam Investment Management, LLC

Investment Advisor
in Boston, MA

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About this Advisor

Brad Patnaude is a financial advisor whose office is in Boston, Massachusetts. Currently an investment advisor at Putnam Investment Management, LLC, Patnaude has 13 years of work experience in the financial advisory industry. Patnaude maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Patnaude can serve clients in Massachusetts. Patnaude has gained experience at North Andover High School, Stachey'S Pizzeria, North Andover Dpw, University Of Tampa, Eaton Corporation, Putnam Retail Management and Hawkins Safety Equipment, LLC. Putnam Investment Management, LLC is located in Boston, Massachusetts. Overall, Putnam Investment Management, LLC manages $89 billion in assets throughout 154 client accounts and employs more than 303 people. The amount of assets the firm manages makes it one of the largest firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the investment firm's 154 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Putnam Investment Management, LLC provides portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm may charge clients asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees



Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management


MA Average: $16,012,751,954
Total Number of Employees


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


MA Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Brad Patnaude Work History

Brad has 14 years of experience.

2014 - Present (6 years)

Putnam Retail Management

2014 - 2014 (< 1 year)

Hawkins Safety Equipment, LLC

2013 - 2013 (< 1 year)

Eaton Corporation

2012 - 2012 (< 1 year)

North Andover Dpw

2011 - 2011 (< 1 year)

North Andover Dpw

2010 - 2014 (4 years)

University Of Tampa

2007 - 2010 (3 years)

Stachey'S Pizzeria

2006 - 2010 (4 years)

North Andover High School


Brad Patnaude has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Chad Kastner
Boston, MA
Seamus Young
Boston, MA
Robert Costello Iii
Boston, MA
Robert Linskey
Boston, MA
Austin Gilbert
Boston, MA
Jessica Duke
Boston, MA
Jo Ferullo
Boston, MA

This content was compiled from the SEC and FINRA.

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