Putnam Investment Management, LLC
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About this Advisor
Kyle Lopriore is an advisor based in Boston, Massachusetts. Currently a registered advisor with Putnam Investment Management, LLC, they have accumulated 12 years of experience in the financial advisory industry. Lopriore maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Lopriore can advise clients in Massachusetts. Lopriore has worked their career at Putnam Investment Management, LLC. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. Overall, Putnam Investment Management, LLC manages $89 billion in assets covering 154 client accounts and employs more than 303 people. The level of assets currently under the firm's management places it among the biggest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the firm's 154 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Putnam Investment Management, LLC provides portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm's fees may include 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
Kyle Lopriore Work History
Kyle has 13 years of experience.
Putnam Inv./Putnam Retail Management
Kyle Lopriore has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Putnam Investment Management, LLC