Putnam Investment Management, LLC
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About this Advisor
Paul Roche is a financial advisor in Boston, Massachusetts. Currently a registered financial advisor at Putnam Investment Management, LLC, they have accrued 12 years of work experience as a financial advisor. Roche holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Roche is able to serve investors in Massachusetts. Roche has spent their career at Putnam Investment Management, LLC. Putnam Investment Management, LLC is located in Boston, Massachusetts. In aggregate, Putnam Investment Management, LLC oversees $92 billion in assets dispersed across 160 accounts and employs more than 272 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisor firm's 160 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Putnam Investment Management, LLC offers portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm may charge clients 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 Roche Work History
Paul has 12 years of experience.
Putnam Retail Management Limited Partnership
Paul Roche has no disclosures.
Please visit their SEC profile for more details.