Michel
Boulos
Putnam Investment Management, LLC
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About this Advisor
Michel Boulos is a chartered financial analyst working out of Boston, Massachusetts with a total of 1 year of industry experience. Boulos is an advisor for Putnam Investment Management, LLC. Their career trajectory has included roles at J.P. Morgan Securities Inc, Jpmorgan Chase Bank, Pgim Investments, Prudential Investment Management Services LLC, Fidelity Investments, Aflac, T Rowe Price and Putnam Investments/Putnam Retail Management. Boulos maintains Series 66 and Series 63 licenses, which qualify them as a securities broker, and is approved to work in Massachusetts. Putnam Investment Management, LLC is an advisory business based in Boston, MA. It manages $91 billion in assets under management among its 168 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The business offers a few services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial advisory fees largely vary depending on which services the firm provides the client. However, fee types charged by Putnam Investment Management, LLC may include some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Putnam Investment Management, LLC Brokerage Details
$91,178,973,223
319
168
$542,731,983
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Michel Boulos Work History
Michel has been registered as a financial advisor for 1 years.*
Putnam Investments/Putnam Retail Management
T Rowe Price
Pgim Investments
Prudential Investment Management Services LLC
Aflac
Fidelity Investments
J.P. Morgan Securities Inc
Jpmorgan Chase Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michel Boulos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Putnam Investment Management, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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