Corey
Pomerleau
F L Putnam Investment Management Co
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About this Advisor
Corey Pomerleau is a certified financial planner based out of Wellesley Hills, Massachusetts with 2 years of industry experience. Pomerleau is an advisor for F L Putnam Investment Management Co. Their career trajectory has included roles at F L Putnam Investment Management Co, Boston Private Wealth, Northern Bank & Trust Co, Boston'S Luxury Properties, Pentucket Bank and University Of New Hampshire. Pomerleau can work in Massachusetts. F L Putnam Investment Management Co is a business based out of Wellesley Hills, MA. It has offices in eight locations and a total of 84 financial advisors. It has $4 billion in assets among its 4,312 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 163 charities and foundations. Of its 4,312 accounts, 52% belong to high-net-worth clients who have greater than $1 million in assets available to invest. F L Putnam Investment Management Co has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors typically are based on which services are provided. However, fees billed by F L Putnam Investment Management Co most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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F L Putnam Investment Management Co Brokerage Details
$4,302,700,958
84
4,312
$997,843
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Corey Pomerleau Work History
Corey has been registered as a financial advisor for 2 years.*
F L Putnam Investment Management Co
Boston Private Wealth
Northern Bank & Trust Co
Boston'S Luxury Properties
Pentucket Bank
University Of New Hampshire
*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 Corey Pomerleau 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 F L Putnam Investment Management Co
Providence, RI
Scarborough, ME
Providence, RI
Wellesley Hills, MA
Wellesley Hills, MA
Wolfeboro, NH
Altamonte Springs, FL
Portland, ME
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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
