Daniel
Ballou

Putnam Investment Management, LLC

CRD#6005113
Investment Advisor
in Boston, MA
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About this Advisor

Daniel Ballou is a financial advisor working out of Boston, Massachusetts, who has been in the advisory business for 12 years. Ballou is on the advisory team at Putnam Investment Management, LLC. Throughout their career, they have worked at Morgan Keegan, Putnam Retail Management, Town Of Barnstable, University Of Miami and Enterprise Rent-A-Car. Ballou holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Putnam Investment Management, LLC is a business based in Boston, Massachusetts. It has $92 billion in assets under management across its 160 accounts, making it one of the largest firms in the United States by assets under management. Putnam Investment Management, LLC provides a few services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial management fee schedules usually are based on which services the firm provides the client. Fee types charged by Putnam Investment Management, LLC likely include some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

Daniel Ballou Work History

Daniel has 12 years of experience.

2012 - Present (7 years)

Putnam Retail Management

2012 - 2012 (< 1 year)

Town Of Barnstable

2011 - 2012 (1 year)

Morgan Keegan

2011 - 2012 (1 year)

University Of Miami

2011 - 2011 (< 1 year)

Enterprise Rent-A-Car

2008 - 2011 (3 years)

University Of Miami

2006 - 2010 (4 years)

Town Of Barnstable

Disclosures

Daniel Ballou has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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