David
Fischer

Putnam Investment Management, LLC

CRD#4815310
Investment Advisor
in Boston, MA

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About this Advisor

David Fischer is an investment advisor in Boston, Massachusetts. Currently a registered investment advisor with Putnam Investment Management, LLC, Fischer has 20 years of professional experience. Fischer has a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Fischer is able to work with investors in Massachusetts. Over the course of their career, they have held roles at Genworth Financial, Capital Brokerage Corporation, Sunamerica, Sunamerica Capital Services, Inc, Putnam Retail Management and Kirk In The Hills. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. In total, Putnam Investment Management, LLC oversees $89 billion in assets throughout 154 accounts and employs more than 303 people. The firm's total assets under management makes it one of the biggest firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the firm's 154 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Putnam Investment Management, LLC can provide 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

21 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

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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

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Investment Advisory Services

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

David Fischer Work History

David has 21 years of experience.

2011 - Present (9 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.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Emily Mcgrath
Boston, MA
Stephen Mclean
Boston, MA
Kyle Bramble
Boston, MA
Sara Barrett
Boston, MA
Alexandra Nawoichik
Boston, MA
Tucker Donahoe
Boston, MA

This content was compiled from the SEC and FINRA.

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