Sara
Sherburne
Putnam Investment Management, LLC
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About this Advisor
Sara Sherburne is a financial advisor who works out of Boston, Massachusetts with 2 years of industry experience. Sherburne is an employee of Putnam Investment Management, LLC. During their career, the advisor has held roles at Putnam Investments/Putnam Retail Management, Sifos Techonologies Inc, Technology Business Research, Northside Grille, Putnam Retail Management Limited Partnership, Cca Global Partners, Unh Dairy Bar, University Of New Hampshire, Universitat Autonoma De Barcelona, Bishop Guertin High School and Presentation Of Mary Academy. Sherburne holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Putnam Investment Management, LLC is an advisory company based in Boston, MA. It controls $91 billion in total assets across its 168 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The company performs a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees charged by financial advisors are based on which services are offered. However, fees billed by Putnam Investment Management, LLC most likely are comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Putnam Investment Management, LLC Brokerage Details
$91,178,973,223
319
168
$542,731,983
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Sara Sherburne Work History
Sara has been registered as a financial advisor for 2 years.*
Putnam Investments/Putnam Retail Management
Technology Business Research
Northside Grille
Putnam Retail Management Limited Partnership
Universitat Autonoma De Barcelona
Cca Global Partners
Unh Dairy Bar
University Of New Hampshire
Sifos Techonologies Inc
Bishop Guertin High School
Presentation Of Mary Academy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sara Sherburne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Putnam Investment Management, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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