Kevin
Monaghan

Putnam Investment Management, LLC

CRD#5984096
Investment Advisor
in Boston, MA

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About this Advisor

Kevin Monaghan is a financial advisor in Boston, Massachusetts. Currently an advisor with Putnam Investment Management, LLC, they have accrued 11 years of professional experience in the financial advisory industry. Monaghan has Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Monaghan is registered to work with investors in Massachusetts. The advisor has gained experience at Entercom/Weei-Fm and Putnam Inv./Putnam Retail Management. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. As a registered investment firm, Putnam Investment Management, LLC oversees $89 billion in assets throughout 154 accounts and retains more than 303 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisor firm's 154 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Putnam Investment Management, LLC can provide portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm may charge clients asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

Yes

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

Kevin Monaghan Work History

Kevin has 12 years of experience.

2011 - Present (9 years)

Putnam Inv./Putnam Retail Management

2008 - 2010 (2 years)

Entercom/Weei-Fm

Disclosures

Kevin Monaghan has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Austin Gilbert
Boston, MA
Christopher O'Neill
Boston, MA
Robert Costello Iii
Boston, MA
Kyle Bramble
Boston, MA
Nicole Spinosa
Boston, MA
Stephen Fox
Boston, MA
Seamus Young
Boston, MA

This content was compiled from the SEC and FINRA.

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