Michael
Giuliano

Putnam Investment Management, LLC

CRD#6560572
Investment Advisor
in Boston, MA
Are you Michael Giuliano? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Giuliano is a financial advisor working in Boston, Massachusetts, who has been in the industry for 13 years. Giuliano is currently employed by Putnam Investment Management, LLC. Giuliano has gained experience at Putnam Retail Management, University Of Notre Dame and Julie Industries. Giuliano maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Putnam Investment Management, LLC is a registered investment business that has its headquarters in Boston, Massachusetts. It manages $92 billion in assets among its 160 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The business offers a few services, including portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial management fee schedules largely depend on which service is offered. However, fee types billed by Putnam Investment Management, LLC may include asset-based and performance-based fees.

Certifications and Registrations

Series 66

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Michael Giuliano Work History

Michael has 13 years of experience.

2015 - Present (4 years)

Putnam Retail Management

2014 - 2014 (< 1 year)

Julie Industries

2013 - 2013 (< 1 year)

Julie Industries

2012 - 2012 (< 1 year)

Julie Industries

2012 - 2013 (1 year)

Julie Industries

2011 - 2015 (4 years)

University Of Notre Dame

Disclosures

Michael Giuliano has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started