Putnam Investment Management, LLC
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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
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
Patrick Quinlivan Work History
Patrick has 10 years of experience.
Putnam Retail Management
Ocean Edge Resort & Golf Club
Patrick Quinlivan has no disclosures.
Please visit their SEC profile for more details.