Putnam Investment Management, LLC

Investment Advisor
in Boston, MA

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About this Advisor

Chad Kastner is a financial advisor operating out of Boston, Massachusetts, who has been in the financial industry for 10 years. Kastner is an advisor for Putnam Investment Management, LLC. During their career, Kastner has held roles at Sun Life Financial Distributors, Inc and Putnam Retail Management. Kastner holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Putnam Investment Management, LLC is a financial advisory company that has its headquarters in Boston, Massachusetts. It oversees $89 billion in assets under management across its 154 accounts, placing it among the largest firms in the nation by assets under management. The advisory firm performs a set of services, including portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial management fee schedules are based on which services are provided. However, fees billed by Putnam Investment Management, LLC most likely include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

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

Chad Kastner Work History

Chad has 11 years of experience.

2012 - Present (8 years)

Putnam Retail Management

2009 - 2012 (3 years)

Sun Life Financial Distributors, Inc


Chad Kastner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Sara Barrett
Boston, MA
Catherine Mezes
Boston, MA
Asad Elmi
Boston, MA
Robert Linskey
Boston, MA
Austin Gilbert
Boston, MA
Stephen Mclean
Boston, MA
Tucker Donahoe
Boston, MA

This content was compiled from the SEC and FINRA.

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