Putnam Investment Management, LLC

Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

James Stuart is a financial advisor working out of Boston, Massachusetts, who has 22 years of financial industry experience. Stuart is on the advisory team at Putnam Investment Management, LLC. They have worked at Putnam Investment Management, Llc for their whole career. Stuart holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts. Putnam Investment Management, LLC is a financial advisory firm that has its headquarters in Boston, Massachusetts. It handles $89 billion in assets under management between its 154 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides a set of services, including portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees for financial management vary depending on which service is provided. Fee types charged by Putnam Investment Management, LLC can include some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

23 years

Services Offered

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management


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


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

James Stuart Work History

James has 23 years of experience.

1997 - Present (23 years)

Putnam Mutual Funds Corp


James Stuart has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Jacqueline Friedman
Boston, MA
Jessica Duke
Boston, MA
Christopher O'Neill
Boston, MA
Matthew Malloy
Boston, MA
Robert Costello Iii
Boston, MA
Catherine Mezes
Boston, MA
Alexandra Nawoichik
Boston, MA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started