Edward
Brennan

Putnam Investment Management, LLC

CRD#7639240
Investment Advisor
in Boston, MA

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About this Advisor

Edward Brennan is a financial advisor based in Boston, Massachusetts, working with Putnam Investment Management, LLC. Edward has previously held positions at Putnam Retail Management, Definitive Healthcare, The Carroll Center For The Blind, Cbia, College Of The Holy Cross, and Avon Old Farms School. Edward has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Edward is part of Putnam Investment Management, LLC, which operates out of Boston, Massachusetts. The firm has 330 employees and manages assets totaling $97.9 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. The fee structure at Putnam Investment Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

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

$97,851,190,759

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

330

MA Average: 118
Total Number of Accounts

180

MA Average: 4,567
Average Account Size

$543,617,726

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

Edward Brennan Work History

2022 - Present (3 years)

Putnam Retail Management

2021 - 2022 (1 year)

Definitive Healthcare

2021 - 2021 (< 1 year)

The Carroll Center For The Blind

2019 - 2019 (< 1 year)

Cbia

2019 - 2021 (2 years)

College Of The Holy Cross

2017 - 2019 (2 years)

College Of The Holy Cross

2013 - 2017 (4 years)

Avon Old Farms School

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Disclosures

Please visit the SEC profile of Edward Brennan 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

Tiffany Dyson
Boston, MA
Olivia Fredrick
Boston, MA
Robert Field
Boston, MA
Sara Curtis
Boston, MA
Jordan Reals
Boston, MA
Kelsy Phinney
Boston, MA
Catherine Arnold
Boston, MA
Patrick Laffin
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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