Putnam Investment Management, LLC

Investment Advisor
in Boston, MA

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About this Advisor

Nicole Spinosa is a financial advisor based in Boston, Massachusetts, with a total of 10 years in the industry. Spinosa is currently employed by Putnam Investment Management, LLC. During their career, the advisor has held 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, which qualify them as both a securities agent and an investment advisor representative, and can work in Massachusetts. Putnam Investment Management, LLC is a firm that has its headquarters in Boston, Massachusetts. It oversees $89 billion in total assets between its 154 customer accounts, placing it among the largest firms in the nation by assets under management. Putnam Investment Management, LLC offers a set of services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial management fee schedules usually depend on which services the firm provides the client. Fees 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

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

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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

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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 (7 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
Sara Barrett
Boston, MA
Daniel Fogarty
Boston, MA
Jennifer Karpinski
Boston, MA
Seamus Young
Boston, MA
Chad Kastner
Boston, MA
Andrew Humberd
Boston, MA

This content was compiled from the SEC and FINRA.

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