Putnam Investment Management, LLC

Investment Advisor
in Boston, MA
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About this Advisor

David Casey is a financial advisor working out of Boston, Massachusetts, with 26 years of work experience. Casey is an advisor for Putnam Investment Management, LLC. They have spent the entirety of their employment at Putnam Investment Management, Llc. Casey has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts. Putnam Investment Management, LLC is a financial advisory business based out of Boston, Massachusetts. It controls $92 billion in assets across its 160 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The advisory firm offers a few services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial management fees vary depending on which services the firm provides the client. Fee types billed by Putnam Investment Management, LLC likely are comprised of some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

26 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 26 years of experience.

1992 - Present (27 years)

Putnam Mutual Funds Corp


David Casey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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