Sara
Earley

Putnam Investment Management, LLC

CRD#6859210
Investment Advisor
in Boston, MA
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About this Advisor

Sara Earley is an advisor who lives in Boston, Massachusetts. Currently a registered investment advisor at Putnam Investment Management, LLC, Earley has 11 years of professional experience. Earley has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Earley is registered to act as a financial advisor in Massachusetts. Over the course of their career, they have held roles at Union 32, Lubrication Technologies Inc, University Of New Hampshire, Putnam Retail Management, Inside Edge, Hutchinson School System and Oakdale Golf Course. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. Overall, Putnam Investment Management, LLC oversees $92 billion in assets throughout 160 client accounts and retains more than 272 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. 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 regarded as high-net-worth individuals, who are defined as investors who have greater 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

Series 66

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

$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

Sara Earley Work History

Sara has 11 years of experience.

2017 - 2017 (0 years)

Union 32

2017 - Present (2 years)

Putnam Retail Management

2017 - 2017 (0 years)

Inside Edge

2014 - 2014 (0 years)

Lubrication Technologies Inc

2014 - 2016 (2 years)

University Of New Hampshire

2013 - 2014 (1 years)

University Of New Hampshire

2013 - 2013 (0 years)

Oakdale Golf Course

2012 - 2013 (1 years)

University Of New Hampshire

2007 - 2012 (5 years)

Hutchinson School System

Disclosures

Sara Earley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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