Putnam Investment Management, LLC

Investment Advisor
in Boston, MA
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About this Advisor

Caitlin Baggeroer is a financial advisor based in Boston, Massachusetts, with 11 years of financial industry experience. Baggeroer is currently employed by Putnam Investment Management, LLC. Their career trajectory has included roles at Putnam Inv./Putnam Retail Management and Mercury Brewing Company. Baggeroer maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Massachusetts. Putnam Investment Management, LLC is an advisory company that has its headquarters in Boston, Massachusetts. It controls $92 billion in assets under management between its 160 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. Putnam Investment Management, LLC provides a set of services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees for financial management are based on which services are offered. However, fee types billed by Putnam Investment Management, LLC can include any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

11 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

Caitlin Baggeroer Work History

Caitlin has 11 years of experience.

2011 - Present (8 years)

Putnam Inv./Putnam Retail Management

2007 - 2010 (3 years)

Mercury Brewing Company


Caitlin Baggeroer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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