Paul
Roche

Putnam Investment Management, LLC

CRD#2535323
Investment Advisor
in Boston, MA
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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

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 Roche Work History

Paul has 12 years of experience.

2006 - Present (13 years)

Putnam Retail Management Limited Partnership

Disclosures

Paul Roche has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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