Samuel
Lieberman

Putnam Investment Management, LLC

CRD#1942533
Investment Advisor
in Boston, MA
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About this Advisor

Samuel Lieberman is an advisor in Boston, Massachusetts. Currently an investment advisor with Putnam Investment Management, LLC, they have accumulated 14 years of work experience in the financial advisory industry. Lieberman has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Lieberman can serve investors based out of Massachusetts. Lieberman has spent their entire career at Putnam Investment Management, LLC. Putnam Investment Management, LLC is based out of Boston, Massachusetts. Overall, Putnam Investment Management, LLC manages $92 billion in assets across 160 accounts and employs more than 272 people. The firm's total assets under management makes it one of the biggest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 160 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. 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

14 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

Samuel Lieberman Work History

Samuel has 14 years of experience.

2004 - Present (15 years)

Putnam Investments

Disclosures

Samuel Lieberman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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