Putnam Investment Management, LLC

Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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



Office Location

100 Federal St
Boston, MA 02110

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management


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


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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


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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started