James
Stuart

Putnam Investment Management, LLC

CRD#2291266
Investment Advisor
in Boston, MA
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About this Advisor

James Stuart is a financial advisor based in Boston, Massachusetts, who has been in the industry for 21 years. Stuart is currently employed by Putnam Investment Management, LLC. They have spent the entirety of their employment at Putnam Investment Management, Llc. Stuart maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Massachusetts. Putnam Investment Management, LLC is a financial advisory company that has its headquarters in Boston, Massachusetts. It has $92 billion in assets under management across its 160 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Putnam Investment Management, LLC performs a few services, including portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial advisory fee schedules depend on the type of services. However, fees charged by Putnam Investment Management, LLC most likely include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

21 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

James Stuart Work History

James has 21 years of experience.

1997 - Present (22 years)

Putnam Mutual Funds Corp

Disclosures

James Stuart has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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