Lindsay
Lukacs

Putnam Investment Management, LLC

CRD#5063397
Investment Advisor
in Boston, MA

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About this Advisor

Lindsay Lukacs is an investment advisor in Boston, Massachusetts. Currently an investment advisor at Putnam Investment Management, LLC, Lukacs has 14 years of work experience. Lukacs maintains Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Lukacs can serve customers in Massachusetts. Lukacs has spent their complete career at Putnam Investment Management, LLC. Putnam Investment Management, LLC is based out of Boston, Massachusetts. As a company, Putnam Investment Management, LLC manages $89 billion in assets across 154 accounts and retains more than 303 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 154 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Putnam Investment Management, LLC offers 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

15 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

Lindsay Lukacs Work History

Lindsay has 15 years of experience.

2005 - Present (15 years)

Putnam Inv./Putnam Retail Management

Disclosures

Lindsay Lukacs has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Nicole Spinosa
Boston, MA
Christopher Smirti
Boston, MA
Jessica Duke
Boston, MA
George Moore
Boston, MA
Christopher O'Neill
Boston, MA
Tucker Donahoe
Boston, MA

This content was compiled from the SEC and FINRA.

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