David
Casey

Putnam Investment Management, LLC

CRD#2223046
Investment Advisor
in Boston, MA

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About this Advisor

David Casey is a financial advisor working in Boston, Massachusetts with a total of 16 years of industry experience. Casey is on the advisory team at Putnam Investment Management, LLC. They have spent their complete time as a financial advisor at Putnam Investment Management, Llc. Casey has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts. Putnam Investment Management, LLC is an advisory company headquartered in Boston, MA. It has $91 billion in assets among its 168 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. Putnam Investment Management, LLC provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. A financial advisor's fee schedules typically depend on the financial services provided. However, fees billed by Putnam Investment Management, LLC can consist of any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 years

Services Offered

Portfolio management for individuals and/or small businesses, 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

$91,178,973,223

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

319

MA Average: 118
Total Number of Accounts

168

MA Average: 4,567
Average Account Size

$542,731,983

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

David Casey Work History

David has been registered as a financial advisor for 16 years.*

1992 - Present (32 years)

Putnam Mutual Funds Corp./Putnam Retail Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Casey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Putnam Investment Management, LLC

Timothy Buick
Boston, MA
Patrick Laffin
Boston, MA
Christopher Yuan
Boston, MA
Matthew Fothergill
Boston, MA
Daniel Johnson
Boston, MA
Gregory Shannahan
Boston, MA
Catherine Arnold
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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