Paul
Hallisey

Putnam Investment Management, LLC

CRD#5480355
Investment Advisor
in Boston, MA
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About this Advisor

Paul Hallisey is an advisor whose office is in Boston, Massachusetts. Currently a registered financial advisor with Putnam Investment Management, LLC, Hallisey has 12 years of professional experience in the financial advisory industry. Hallisey has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Hallisey can work with investors in Massachusetts. Hallisey has spent their complete career at Putnam Investment Management, LLC. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. As a firm, Putnam Investment Management, LLC manages $92 billion in assets across 160 client accounts and employs more than 272 people. The amount of assets the firm manages places it among the biggest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisor firm's 160 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Putnam Investment Management, LLC can offer portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm's fees may include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

Paul Hallisey Work History

Paul has 12 years of experience.

2006 - Present (13 years)

Putnam Inv./Putnam Retail Management

Disclosures

Paul Hallisey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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