David
Fischer

Putnam Investment Management, LLC

CRD#4815310
Investment Advisor
in Boston, MA
Are you David Fischer? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Fischer is a financial advisor who works out of Boston, Massachusetts, who has been in the industry for 19 years. Fischer is on the advisory team at Putnam Investment Management, LLC. During their career, Fischer has held roles at Kirk In The Hills, Sunamerica, Genworth Financial, Capital Brokerage Corporation, Sunamerica Capital Services, Inc and Putnam Retail Management. Fischer holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Putnam Investment Management, LLC is a financial advisory company that has its headquarters in Boston, Massachusetts. It controls $92 billion in total assets among its 160 accounts, making it one of the biggest firms in the country by assets under management. The company has a few services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial management fee schedules usually depend on which services the firm provides the client. However, fees charged by Putnam Investment Management, LLC likely consist of any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

19 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

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

$88,631,299,657

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

303

MA Average: 118
Total Number of Accounts

154

MA Average: 4,567
Average Account Size

$575,527,920

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

David Fischer Work History

David has 19 years of experience.

2011 - Present (8 years)

Putnam Retail Management

2010 - 2011 (1 year)

Sunamerica

2010 - 2011 (1 year)

Sunamerica Capital Services, Inc

2007 - 2010 (3 years)

Genworth Financial

2007 - 2010 (3 years)

Capital Brokerage Corporation

1999 - 2010 (11 years)

Kirk In The Hills

Disclosures

David Fischer has no disclosures.

Please visit their SEC profile for more details.

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