Michael
Travaglini

Putnam Investment Management, LLC

CRD#6268311
Investment Advisor
in Boston, MA
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About this Advisor

Michael Travaglini is an investment advisor who is based in Boston, Massachusetts. Currently a registered investment advisor with Putnam Investment Management, LLC, they have accumulated 10 years of professional experience as a registered advisor. Travaglini holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Travaglini can work with clients in Massachusetts. Over the course of their career, Travaglini has held roles at Boston College, Putnam Inv./Putnam Retail Management, State Street Bank & Trust, Wave Equity Partners and Retrievex. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. In aggregate, Putnam Investment Management, LLC manages $92 billion in assets throughout 160 accounts and employs more than 272 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 160 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Putnam Investment Management, LLC can provide 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

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

$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

Michael Travaglini Work History

Michael has 10 years of experience.

2013 - Present (6 years)

Putnam Inv./Putnam Retail Management

2011 - 2013 (2 years)

State Street Bank & Trust

2010 - 2011 (1 year)

Boston College

2010 - 2010 (< 1 year)

Wave Equity Partners

2009 - 2010 (1 year)

Boston College

2009 - 2009 (< 1 year)

Retrievex

2008 - 2009 (1 year)

Boston College

Disclosures

Michael Travaglini has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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