Conor
Lynch

Putnam Investment Management, LLC

CRD#7580477
Investment Advisor
in Boston, MA

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About this Advisor

Conor Lynch is a financial advisor who works in Boston, Massachusetts who has 1 year of relevant experience. Lynch is currently employed by Putnam Investment Management, LLC. Throughout their career, Lynch has worked at Putnam Investments, Massachusetts Port Authority, Belle Isle Seafood, Sacred Heart University, The Williston Northampton School and Austin Prep School. Lynch maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Massachusetts. Putnam Investment Management, LLC is a business that has its headquarters in Boston, MA. It oversees $91 billion in total assets between its 168 customer accounts, placing it among the biggest firms in the nation by assets under management. Putnam Investment Management, LLC performs a few services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. A financial advisor's fee schedules largely depend on which services are provided. However, fee types billed by Putnam Investment Management, LLC likely consist of some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, 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

$91,178,973,223

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

319

MA Average: 118
Total Number of Accounts

168

MA Average: 4,567
Average Account Size

$542,731,983

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Conor Lynch Work History

Conor has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Putnam Investments

2021 - 2022 (1 year)

Putnam Investments

2020 - 2020 (< 1 year)

Massachusetts Port Authority

2019 - 2019 (< 1 year)

Massachusetts Port Authority

2018 - 2018 (< 1 year)

Massachusetts Port Authority

2017 - 2021 (4 years)

Sacred Heart University

2016 - 2016 (< 1 year)

Belle Isle Seafood

2013 - 2017 (4 years)

The Williston Northampton School

2011 - 2013 (2 years)

Austin Prep School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Conor Lynch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Putnam Investment Management, LLC

Christopher Yuan
Boston, MA
Gregory Shannahan
Boston, MA
Timothy Buick
Boston, MA
Catherine Arnold
Boston, MA
Matthew Fothergill
Boston, MA
Daniel Johnson
Boston, MA
Patrick Laffin
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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