Kellie
Barnum

Putnam Investment Management, LLC

CRD#6560617
Investment Advisor
in Boston, MA
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About this Advisor

Kellie Barnum is a financial advisor operating in Boston, Massachusetts, who has been in the advisory business for 13 years. Barnum is on the advisory team at Putnam Investment Management, LLC. During their career, Barnum has held roles at Boston College Alumni Association, Putnam Retail Management, Fidelity, Boston College, Coach For College: Non Profit, Boston College Volleyball Camp and Saint Columbkille Partnership School. Barnum holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts. Putnam Investment Management, LLC is an advisory company headquartered in Boston, Massachusetts. It manages $92 billion in total assets between its 160 customer accounts, making it one of the largest 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. Fees charged by financial advisors largely vary depending on which service is offered. However, fees charged by Putnam Investment Management, LLC may include asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

13 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

Kellie Barnum Work History

Kellie has 13 years of experience.

2015 - Present (4 years)

Putnam Retail Management

2015 - 2015 (< 1 year)

Coach For College: Non Profit

2014 - 2014 (< 1 year)

Fidelity

2013 - 2013 (< 1 year)

Boston College Alumni Association

2013 - 2013 (< 1 year)

Boston College Volleyball Camp

2012 - 2012 (< 1 year)

Coach For College: Non Profit

2012 - 2012 (< 1 year)

Boston College Volleyball Camp

2012 - 2012 (< 1 year)

Saint Columbkille Partnership School

2011 - 2015 (4 years)

Boston College

Disclosures

Kellie Barnum has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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