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 a financial advisor working in Boston, Massachusetts, who has been in the financial industry for 10 years. O'Neill is an advisor for Putnam Investment Management, LLC. During their career, the advisor has held roles at Patriot Relocation Services, Putnam Retail Management, Emc Corporation and College Of The Holy Cross. O'Neill has Series 63 and Series 65 licenses, which qualify 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 has $92 billion in assets between its 160 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The company performs a set of services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. A financial advisor's fee schedules largely are based on the financial services provided. Fees billed by Putnam Investment Management, LLC most likely consist of some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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 10 years of experience.

2012 - Present (7 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

2009 - 2009 (< 1 year)

Patriot Relocation Services

2008 - 2009 (1 year)

College Of The Holy Cross

Disclosures

Christopher O'Neill has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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