Lindsay
Lukacs

Putnam Investment Management, LLC

CRD#5063397
Investment Advisor
in Boston, MA
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About this Advisor

Lindsay Lukacs is a financial advisor working out of Boston, Massachusetts, who has been in the financial industry for 13 years. Lukacs is on the advisory team at Putnam Investment Management, LLC. They have spent their whole career at Putnam Investment Management, Llc. Lukacs maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Putnam Investment Management, LLC is a financial advisory company headquartered in Boston, Massachusetts. It controls $92 billion in assets under management among its 160 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Putnam Investment Management, LLC provides a few services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees for financial advice vary depending on which services the firm provides the client. However, fees billed by Putnam Investment Management, LLC likely are comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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

Lindsay Lukacs Work History

Lindsay has 13 years of experience.

2005 - Present (14 years)

Putnam Inv./Putnam Retail Management

Disclosures

Lindsay Lukacs has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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