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 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

Disclosures

No

Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management

$88,631,299,657

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

303

MA Average: 118
Total Number of Accounts

154

MA Average: 4,567
Average Account Size

$575,527,920

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 23 years of experience.

1997 - Present (23 years)

Putnam Mutual Funds Corp

Disclosures

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.

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