Dvir
Levy

Putnam Investment Management, LLC

CRD#3113395
Investment Advisor
in Boston, MA
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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

Series 66

Years of Experience

15 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

Yes

Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management

$91,746,601,063

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

272

MA Average: 118
Total Number of Accounts

160

MA Average: 4,567
Average Account Size

$573,416,257

MA Average: $3,506,186

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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.

2013 - Present (6 years)

Putnam Investor Services

2011 - 2013 (2 years)

Wells Capital, Inc

2011 - 2013 (2 years)

Wells Investment Securities, Inc

2003 - 2010 (7 years)

Planco Financial Services, Inc

Disclosures

Dvir Levy has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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