Patrick
Quinlivan

Putnam Investment Management, LLC

CRD#6087291
Investment Advisor
in Boston, MA
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About this Advisor

Patrick Quinlivan is a financial advisor based in Boston, Massachusetts, who has been in the financial industry for 10 years. Quinlivan is currently employed by Putnam Investment Management, LLC. Throughout their career, Quinlivan has worked at Putnam Retail Management, Boston Cannons, Ocean Edge Resort & Golf Club and Boston College. Quinlivan has Series 63 and Series 65 licenses, which qualify 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 firm that has its headquarters in Boston, Massachusetts. It handles $92 billion in assets under management across its 160 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The company has a set of services, including portfolio management for investment companies and portfolio management for pooled investment vehicles. A financial advisor's fee schedules typically are based on which services are provided. However, fee types charged by Putnam Investment Management, LLC can include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

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

$91,746,601,063

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

272

MA Average: 118
Total Number of Accounts

160

MA Average: 4,567
Average Account Size

$573,416,257

MA Average: $3,506,186

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Investment Advisory Services

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

Patrick Quinlivan Work History

Patrick has 10 years of experience.

2012 - Present (7 years)

Putnam Retail Management

2011 - 2011 (0 years)

Boston Cannons

2009 - 2010 (1 years)

Ocean Edge Resort & Golf Club

2008 - 2012 (4 years)

Boston College

Disclosures

Patrick Quinlivan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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