Nicholas
Delios

Putnam Investment Management, LLC

CRD#6527337
Investment Advisor
in Boston, MA
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About this Advisor

Nicholas Delios is a financial advisor operating out of Boston, Massachusetts, with 10 years of professional experience. Delios currently works for Putnam Investment Management, LLC. Their career trajectory has included roles at Kane'S Donuts, Assumption College, Putnam Investments, Putnam Retail Management and Umass Lowell. Delios holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. Putnam Investment Management, LLC is a registered investment business headquartered in Boston, Massachusetts. It manages $92 billion in assets under management between its 160 accounts, making it one of the biggest firms in the country by assets under management. Putnam Investment Management, LLC has a set of services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees for financial management vary depending on which services are provided. However, fee types charged by Putnam Investment Management, LLC can include some combination 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

$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

Nicholas Delios Work History

Nicholas has 10 years of experience.

2016 - Present (3 years)

Putnam Retail Management

2015 - 2015 (< 1 year)

Putnam Investments

2015 - 2016 (1 year)

Putnam Investments

2012 - 2016 (4 years)

Umass Lowell

2011 - 2012 (1 year)

Assumption College

2008 - 2014 (6 years)

Kane'S Donuts

Disclosures

Nicholas Delios has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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