Emily
Mcgrath

Putnam Investment Management, LLC

CRD#5815187
Investment Advisor
in Boston, MA
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About this Advisor

Emily Mcgrath is a financial advisor operating out of Boston, Massachusetts, with 10 years of experience as a financial advisor. Mcgrath is on the advisory team at Putnam Investment Management, LLC. The advisor has gained experience at Delta Zeta Headquaters, Putnam Investments, Woody'S One-Up Bar and Farmers Insurance. Mcgrath has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts. Putnam Investment Management, LLC is a financial advisory company that has its headquarters in Boston, Massachusetts. It administers $92 billion in total assets among its 160 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Putnam Investment Management, LLC provides a few services, including portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial advisory fees are based on the type of financial services. However, fees charged by Putnam Investment Management, LLC most likely are comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

$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

Emily Mcgrath Work History

Emily has 10 years of experience.

2010 - Present (9 years)

Putnam Investments

2009 - 2010 (1 years)

Woody'S One-Up Bar

2009 - 2009 (0 years)

Farmers Insurance

2008 - 2009 (1 years)

Delta Zeta Headquaters

Disclosures

Emily Mcgrath has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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