Putnam Investment Management, LLC

Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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



Office Location

100 Federal St
Boston, MA 02110

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management


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


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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


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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started