Kyle
Lopriore

Putnam Investment Management, LLC

CRD#5439243
Investment Advisor
in Boston, MA
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About this Advisor

Kyle Lopriore is an investment advisor in Boston, Massachusetts. Currently an advisor with Putnam Investment Management, LLC, they have gathered 11 years of professional experience. Lopriore holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Lopriore can serve investors based out of Massachusetts. Lopriore has spent their career at Putnam Investment Management, LLC. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. As a company, Putnam Investment Management, LLC oversees $92 billion in assets dispersed across 160 accounts and employs more than 272 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. 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 160 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Putnam Investment Management, LLC can offer 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

Series 63, Series 65

Years of Experience

11 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

$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

Kyle Lopriore Work History

Kyle has 11 years of experience.

2007 - Present (12 years)

Putnam Inv./Putnam Retail Management

Disclosures

Kyle Lopriore has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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