Putnam Investment Management, LLC
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About this Advisor
Samuel Lieberman is a financial advisor located in Boston, Massachusetts. Currently a registered investment advisor at Putnam Investment Management, LLC, Lieberman has 15 years of professional experience. Lieberman maintains Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Lieberman is able to work with clients in Massachusetts. Lieberman has worked their complete career at Putnam Investment Management, LLC. Putnam Investment Management, LLC is based out of Boston, Massachusetts. As an advisory firm, Putnam Investment Management, LLC manages $89 billion in assets across 154 accounts and employs more than 303 people. The level of assets currently under the firm's management makes it one of 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 firm's 154 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Putnam Investment Management, LLC provides 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
Samuel Lieberman Work History
Samuel has 16 years of experience.
Samuel Lieberman has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Putnam Investment Management, LLC