Putnam Investment Management, LLC

Investment Advisor
in Boston, MA

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About this Advisor

David Casey is a financial advisor based out of Boston, Massachusetts, with a total of 27 years of financial industry experience. Casey is an advisor for Putnam Investment Management, LLC. They have spent their whole employment at Putnam Investment Management, Llc. Casey has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts. Putnam Investment Management, LLC is an advisory firm that has its headquarters in Boston, Massachusetts. It has $89 billion in total assets among its 154 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Putnam Investment Management, LLC offers a few services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees for financial advisory services usually are based on which services the firm provides the client. However, fee types charged by Putnam Investment Management, LLC can be comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

28 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

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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

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Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

David Casey Work History

David has 28 years of experience.

1992 - Present (28 years)

Putnam Mutual Funds Corp


David Casey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Austin Gilbert
Boston, MA
Christopher O'Neill
Boston, MA
Robert Costello Iii
Boston, MA
Kyle Bramble
Boston, MA
Nicole Spinosa
Boston, MA
Stephen Fox
Boston, MA
Seamus Young
Boston, MA

This content was compiled from the SEC and FINRA.

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