Sean
Cragan

F L Putnam Investment Management Co

CRD#4779237
Investment Advisor
in Lynnfield, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sean Cragan is a financial advisor based in Lynnfield, Massachusetts, working with F L Putnam Investment Management Co. Sean has previously held positions at Banyan Partners LLC, Boston Private Wealth LLC, Svb Wealth LLC (F/K/A Boston Private Wealth LLC), and F L Putnam Investment Management Co. Sean has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Sean is part of F L Putnam Investment Management Co, which operates out of Lynnfield, Massachusetts. The firm has 10 offices and 105 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at F L Putnam Investment Management Co includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

6 Kimball Lane
Lynnfield, MA 01940

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

F L Putnam Investment Management Co Brokerage Details

Total Assets Under Management

$6,168,006,683

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

105

MA Average: 118
Total Number of Accounts

5,203

MA Average: 4,567
Average Account Size

$1,185,471

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Sean Cragan Work History

2023 - Present (1 year)

F L Putnam Investment Management Co

2018 - 2023 (5 years)

Svb Wealth LLC (F/K/A Boston Private Wealth LLC)

2014 - 2018 (4 years)

Boston Private Wealth LLC

2013 - 2014 (1 year)

Banyan Partners LLC

Disclosures

Please visit the SEC profile of Sean Cragan 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 F L Putnam Investment Management Co

Corey Pomerleau
Lynnfield, MA
Glen Martin
Providence, RI
Michael Desclos
Lynnfield, MA
Ann Marie Foran
Wellesley Hills, MA
Benjamin O'Connor
Scarborough, ME
Todd Mills
Wellesley Hills, MA
Ellen Hazen
Wellesley Hills, MA
Timothy Hamilton
Lynnfield, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started