Nicole
Spinosa

Putnam Investment Management, LLC

CRD#6249176
Investment Advisor
in Boston, MA

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About this Advisor

Nicole Spinosa is a financial advisor based out of Boston, Massachusetts, with 11 years of experience as a financial advisor. Spinosa currently works for Putnam Investment Management, LLC. Their career trajectory has included roles at University Of New Hampshire, Collegiate Promotions, Attunity Inc, Putnam Inv./Putnam Retail Management and Bedford Children'S Center. Spinosa has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Putnam Investment Management, LLC is a registered investment business headquartered in Boston, Massachusetts. It has $104 billion in assets under management between its 166 accounts, making it one of the largest firms in the nation by assets under management. The firm provides a set of services, including portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial management fee schedules vary depending on which services the firm provides the client. Fees charged by Putnam Investment Management, LLC may include asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

11 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

$103,456,213,706

MA Average: $16,012,751,954
Total Number of Employees

301

MA Average: 118
Total Number of Accounts

166

MA Average: 4,567
Average Account Size

$623,230,203

MA Average: $3,506,186

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Investment Advisory Services

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

Nicole Spinosa Work History

Nicole has 11 years of experience.

2013 - Present (8 years)

Putnam Inv./Putnam Retail Management

2013 - 2013 (< 1 year)

Attunity Inc

2012 - 2013 (1 year)

Collegiate Promotions

2012 - 2012 (< 1 year)

Bedford Children'S Center

2011 - 2011 (< 1 year)

Bedford Children'S Center

2010 - 2010 (< 1 year)

Bedford Children'S Center

2009 - 2013 (4 years)

University Of New Hampshire

Disclosures

Nicole Spinosa has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Matthew Malloy
Boston, MA
Levin Wilson
Boston, MA
Christopher O'Neill
Boston, MA
Robert Linskey
Boston, MA
George Moore
Boston, MA
Patrick Scanlon
Boston, MA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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