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 based out of Boston, Massachusetts, who has been in the advisory business for 10 years. Monaghan is on the advisory team at Putnam Investment Management, LLC. Their career trajectory has included roles at Entercom/Weei-Fm and Putnam Inv./Putnam Retail Management. Monaghan maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. Putnam Investment Management, LLC is an advisory business that has its headquarters in Boston, Massachusetts. It has $92 billion in assets across its 160 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The company performs a set of services, including portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial advisory fee schedules usually vary depending on the financial services. Fees charged by Putnam Investment Management, LLC can include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

$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

Kevin Monaghan Work History

Kevin has 10 years of experience.

2011 - Present (8 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.

This content was compiled from the SEC and FINRA.

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