Putnam Investment Management, LLC
About this Advisor
Shannon Elia is a financial advisor who lives in Boston, Massachusetts. Currently a registered advisor with Putnam Investment Management, LLC, Elia has 10 years of practice in the financial advisory industry. Elia maintains Series 63 and Series 66 licenses, which qualify them as a securities broker. Elia is able to act as a financial advisor in Massachusetts. Over the course of their career, they have held roles at Putnam Investments/Putnam Retail Management, Columbia Management and Putnam Retail Management. Putnam Investment Management, LLC is based out of Boston, Massachusetts. Overall, Putnam Investment Management, LLC manages $104 billion in assets covering 166 accounts and employs more than 301 people. The firm's total assets under management makes it one of the biggest firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisor firm's 166 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Putnam Investment Management, LLC can offer 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
Years of Experience
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Putnam Investment Management, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Shannon Elia Work History
Shannon has 10 years of experience.
Putnam Retail Management
Putnam Investments/Putnam Retail Management
Shannon Elia has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Putnam Investment Management, LLC
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.