Sara
Barrett

Putnam Investment Management, LLC

CRD#6859220
Investment Advisor
in Boston, MA

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About this Advisor

Sara Barrett is a financial advisor who works out of Boston, Massachusetts. Currently an investment advisor at Putnam Investment Management, LLC, they have accumulated 11 years of professional experience. Barrett has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Barrett can serve customers in Massachusetts. Over the course of their career, Barrett has held roles at Putnam Retail Management, Barrett Kornitsky Llp, Boston College Cable Television, The Related Companies, Keller Augusta Partners, Boston College, Northeast Arc, Austin Preparatory School and Staples. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. Overall, Putnam Investment Management, LLC oversees $104 billion in assets throughout 166 client accounts and retains more than 301 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. 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 investment firm's 166 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. 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

Series 63, Series 65

Years of Experience

11 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

$103,456,213,706

MA Average: $16,012,751,954
Total Number of Employees

301

MA Average: 118
Total Number of Accounts

166

MA Average: 4,567
Average Account Size

$623,230,203

MA Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Sara Barrett Work History

Sara has 11 years of experience.

2017 - Present (3 years)

Putnam Retail Management

2017 - Present (3 years)

Barrett Kornitsky Llp

2016 - 2017 (1 year)

Boston College Cable Television

2016 - 2017 (1 year)

The Related Companies

2015 - 2016 (1 year)

Keller Augusta Partners

2015 - 2016 (1 year)

Boston College Cable Television

2014 - 2015 (1 year)

Boston College Cable Television

2014 - 2014 (< 1 year)

Barrett Kornitsky Llp

2013 - 2017 (4 years)

Boston College

2013 - 2013 (< 1 year)

Staples

2009 - 2014 (5 years)

Northeast Arc

2009 - 2013 (4 years)

Austin Preparatory School

Disclosures

Sara Barrett has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Jonathan Schreiber
Boston, MA
Levin Wilson
Boston, MA
Michael Murphy
Boston, MA
Christopher O'Neill
Boston, MA
James O'Brien
Boston, MA
Daniel Fogarty
Boston, MA
Patrick Caine
Boston, MA
Andrew Piatelli
Boston, MA

This content was compiled from the SEC and FINRA.

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