Putnam Investment Management, LLC

Investment Advisor
in Boston, MA

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About this Advisor

Chad Kastner is a financial advisor working in Boston, Massachusetts, who has been in the industry for 11 years. Kastner is an employee of Putnam Investment Management, LLC. Throughout their career, they have worked 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 registered to work in Massachusetts. Putnam Investment Management, LLC is an advisory firm headquartered in Boston, Massachusetts. It controls $104 billion in assets under management among its 166 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Putnam Investment Management, LLC has a few services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial management fees largely vary depending on which services the firm provides the client. However, fee types charged by Putnam Investment Management, LLC most likely include some blend of 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 (9 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

Robert Linskey
Boston, MA
Levin Wilson
Boston, MA
Shannon Elia
Boston, MA
David Fischer
Boston, MA
Jonathan Schreiber
Boston, MA
Austin Gilbert
Boston, MA
Andrew Piatelli
Boston, MA
Kyle Bramble
Boston, MA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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