Putnam Investment Management, LLC
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About this Advisor
Nicholas Delios is a financial advisor based in Boston, Massachusetts. Currently a registered investment advisor at Putnam Investment Management, LLC, Delios has 11 years of professional experience. Delios holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Delios can advise investors based out of Massachusetts. Over the course of their career, they have held roles at Kane'S Donuts, Putnam Investments, Putnam Retail Management, Umass Lowell and Assumption College. Putnam Investment Management, LLC is located in Boston, Massachusetts. In aggregate, Putnam Investment Management, LLC oversees $89 billion in assets covering 154 client accounts and retains more than 303 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the firm's 154 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Putnam Investment Management, LLC provides portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm's fees may include asset-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Putnam Investment Management, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Nicholas Delios Work History
Nicholas has 12 years of experience.
Putnam Retail Management
Nicholas Delios has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Putnam Investment Management, LLC