Daniel
Fogarty

Putnam Investment Management, LLC

CRD#6794260
Investment Advisor
in Boston, MA

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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

Series 66

Years of Experience

10 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

$103,456,213,706

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

301

MA Average: 118
Total Number of Accounts

166

MA Average: 4,567
Average Account Size

$623,230,203

MA Average: $3,506,186

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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.

2018 - Present (2 years)

Putnam Investments/Putnam Retail Management

2018 - 2018 (< 1 year)

O'S Steaks And Seafood

2017 - 2017 (< 1 year)

Cadaret, Grant & Co. Inc

2016 - 2016 (< 1 year)

Foundry Financial Group

2014 - 2018 (4 years)

Syracuse University

2013 - 2016 (3 years)

Grouse Point Club

2010 - 2014 (4 years)

Bishop Brady High School

Disclosures

Daniel Fogarty has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Emily Mcgrath
Boston, MA
Matthew Malloy
Boston, MA
Levin Wilson
Boston, MA
Patrick Caine
Boston, MA
James O'Brien
Boston, MA
Andrew Piatelli
Boston, MA
Jonathan Schreiber
Boston, MA

This content was compiled from the SEC and FINRA.

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