Putnam Investment Management, LLC
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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
Years of Experience
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Putnam Investment Management, LLC Brokerage Details
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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.
Putnam Mutual Funds Corp
James Stuart has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Putnam Investment Management, LLC