Matthew
Malloy

Putnam Investment Management, LLC

CRD#6520076
Investment Advisor
in Boston, MA
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About this Advisor

Matthew Malloy is a financial advisor operating in Boston, Massachusetts, with a total of 10 years of professional experience. Malloy is an employee of Putnam Investment Management, LLC. During their career, Malloy has held roles at Boston College, Putnam Retail Management, Canton High School and Putnam Investments. Malloy has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Massachusetts. Putnam Investment Management, LLC is a business that has its headquarters in Boston, Massachusetts. It controls $92 billion in total assets among its 160 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. Putnam Investment Management, LLC provides a set of services, including portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees for financial management largely are based on which services the firm provides the client. Fee types charged by Putnam Investment Management, LLC most likely are comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

10 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 Malloy Work History

Matthew has 10 years of experience.

2016 - Present (3 years)

Putnam Retail Management

2015 - 2015 (0 years)

Boston College

2015 - 2016 (1 years)

Boston College

2015 - 2015 (0 years)

Boston College

2015 - 2015 (0 years)

Putnam Investments

2014 - 2015 (1 years)

Boston College

2014 - 2014 (0 years)

Boston College

2013 - 2014 (1 years)

Boston College

2013 - 2013 (0 years)

Canton High School

2013 - 2013 (0 years)

Boston College

2012 - 2013 (1 years)

Boston College

2012 - 2012 (0 years)

Leslie'S Pool Supplies

2011 - 2012 (1 years)

Canton High School

2010 - 2011 (1 years)

Canton High School

2009 - 2010 (1 years)

Canton High School

2008 - 2009 (1 years)

Canton High School

Disclosures

Matthew Malloy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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