Putnam Investment Management, LLC
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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
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
Paul Hallisey Work History
Paul has 12 years of experience.
Putnam Inv./Putnam Retail Management
Paul Hallisey has no disclosures.
Please visit their SEC profile for more details.