Putnam Investment Management, LLC
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About this Advisor
Dvir Levy is an investment advisor whose office is in Boston, Massachusetts. Currently an advisor at Putnam Investment Management, LLC, they have gathered 15 years of practice in the financial advisory industry. Levy has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Levy is able to serve clients based out of Massachusetts. Throughout their career, they have worked at Planco Financial Services, Inc, Wells Capital, Inc, Wells Investment Securities, Inc and Putnam Investor Services. Putnam Investment Management, LLC is based out of Boston, Massachusetts. As a firm, Putnam Investment Management, LLC oversees $92 billion in assets throughout 160 client accounts and employs more than 272 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 160 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 may charge clients asset-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Putnam Investment Management, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Dvir Levy Work History
Dvir has 15 years of experience.
Putnam Investor Services
Wells Capital, Inc
Wells Investment Securities, Inc
Planco Financial Services, Inc
Dvir Levy has disclosures.
Please visit their SEC profile for more details.