Putnam Investment Management, LLC
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About this Advisor
Daniel Fogarty is an advisor who works in Boston, Massachusetts. Currently a registered financial advisor with Putnam Investment Management, LLC, Fogarty has 10 years of experience as an investment advisor. Fogarty holds a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Fogarty can act as an advisor based out of Massachusetts. Over the course of their career, they have held roles 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. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. In aggregate, Putnam Investment Management, LLC oversees $104 billion in assets covering 166 client accounts and retains more than 301 people. The firm's total assets under management places it among the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the investment firm's 166 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Putnam Investment Management, LLC provides portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm's fees may include asset-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Putnam Investment Management, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Daniel Fogarty Work History
Daniel has 10 years of experience.
Putnam Investments/Putnam Retail Management
O'S Steaks And Seafood
Cadaret, Grant & Co. Inc
Foundry Financial Group
Grouse Point Club
Bishop Brady High School
Daniel Fogarty has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Putnam Investment Management, LLC