Matthew
Brown

Putnam Investment Management, LLC

CRD#2447285
Investment Advisor
in Boston, MA
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About this Advisor

Matthew Brown is a financial advisor in Boston, Massachusetts. Currently a registered financial advisor with Putnam Investment Management, LLC, they have gathered 17 years of work experience in the financial advisory industry. Brown maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Brown is able to serve customers based out of Massachusetts. The advisor has gained experience at Pacific Investment Management Company LLC, Allianz Global Investors Distributors LLC, Allianz Global Investors Managed Accounts LLC, Pimco Investments LLC, Neuberger Berman LLC and Putnam Retail Management. Putnam Investment Management, LLC is located in Boston, Massachusetts. In aggregate, Putnam Investment Management, LLC manages $92 billion in assets across 160 client accounts and employs more than 272 people. The level of assets currently under the firm's management places it among the largest financial advisory 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 firm's 160 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Putnam Investment Management, LLC offers portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm may charge clients asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

17 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

Matthew Brown Work History

Matthew has 17 years of experience.

2015 - Present (4 years)

Putnam Retail Management

2014 - 2015 (1 years)

Neuberger Berman LLC

2011 - 2014 (3 years)

Pacific Investment Management Company LLC

2011 - 2014 (3 years)

Pimco Investments LLC

2001 - 2011 (10 years)

Allianz Global Investors Distributors LLC

2001 - 2011 (10 years)

Allianz Global Investors Managed Accounts LLC

Disclosures

Matthew Brown has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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