Putnam Investment Management, LLC
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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
Years of Experience
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Putnam Investment Management, LLC Brokerage Details
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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.
Putnam Retail Management
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