Daniel
Fogarty
Putnam Investment Management, LLC
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About this Advisor
Daniel Fogarty is a financial advisor operating in Boston, Massachusetts with a total of 4 years of industry experience. Fogarty is on the advisory team at Putnam Investment Management, LLC. Fogarty has gained experience at O'S Steaks And Seafood, Syracuse University, Cadaret, Grant & Co. Inc, Foundry Financial Group, Grouse Point Club, Bishop Brady High School and Putnam Investments/Putnam Retail Management. Fogarty has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Putnam Investment Management, LLC is a registered investment business based out of Boston, MA. It administers $91 billion in assets between its 168 customer accounts, making it one of the biggest firms in the country by assets under management. Putnam Investment Management, LLC performs a few services, including 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 usually vary depending on the type of services offered. Fee types billed by Putnam Investment Management, LLC may include some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Putnam Investment Management, LLC Brokerage Details
$91,178,973,223
319
168
$542,731,983
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Daniel Fogarty Work History
Daniel has been registered as a financial advisor for 4 years.*
Putnam Investments/Putnam Retail Management
O'S Steaks And Seafood
Cadaret, Grant & Co. Inc
Foundry Financial Group
Syracuse University
Grouse Point Club
Bishop Brady High 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 Daniel Fogarty 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
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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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