Christopher
O'Neill

Putnam Investment Management, LLC

CRD#6087186
Investment Advisor
in Boston, MA

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About this Advisor

Christopher O'Neill is an advisor who works out of Boston, Massachusetts. Currently an advisor at Putnam Investment Management, LLC, O'Neill has 10 years of professional experience. O'Neill holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. O'Neill can operate in Massachusetts. Throughout their career, they have worked at Putnam Retail Management, Emc Corporation, Patriot Relocation Services and College Of The Holy Cross. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. In aggregate, Putnam Investment Management, LLC oversees $89 billion in assets throughout 154 client accounts and employs more than 303 people. The firm's total assets under management places it among the biggest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 154 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Putnam Investment Management, LLC provides portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm's fees may 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

Disclosures

No

Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management

$88,631,299,657

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

303

MA Average: 118
Total Number of Accounts

154

MA Average: 4,567
Average Account Size

$575,527,920

MA Average: $3,506,186

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Investment Advisory Services

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

Christopher O'Neill Work History

Christopher has 11 years of experience.

2012 - Present (8 years)

Putnam Retail Management

2011 - 2011 (< 1 year)

Emc Corporation

2011 - 2012 (1 year)

Emc Corporation

2010 - 2010 (< 1 year)

Patriot Relocation Services

2010 - 2012 (2 years)

College Of The Holy Cross

Disclosures

Christopher O'Neill has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Kyle Bramble
Boston, MA
Catherine Mezes
Boston, MA
Christopher Smirti
Boston, MA
Bradley Cohen
Boston, MA
Linda Phelps
Boston, MA
Christopher O'Neill
Boston, MA

This content was compiled from the SEC and FINRA.

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