Putnam Investment Management, LLC

Investment Advisor
in Boston, MA

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About this Advisor

Shannon Elia is a financial advisor based out of Boston, Massachusetts, with a total of nine years of financial industry experience. Elia is on the advisory team at Putnam Investment Management, LLC. Over the course of their career, Elia has held roles at Putnam Investments/Putnam Retail Management, Columbia Management and Putnam Retail Management. Elia maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in Massachusetts. Putnam Investment Management, LLC is an advisory company that has its headquarters in Boston, Massachusetts. It has $89 billion in total assets among its 154 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The advisory firm offers a set of services, including portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial advisory fee schedules vary depending on which service is offered. However, fees billed by Putnam Investment Management, LLC likely include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees



Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management


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


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


MA Average: $3,506,186

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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.

2016 - Present (4 years)

Putnam Retail Management

2010 - 2010 (< 1 year)

Putnam Investments/Putnam Retail Management

2010 - 2016 (6 years)

Columbia Management


Shannon Elia has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Sara Barrett
Boston, MA
Daniel Fogarty
Boston, MA
Jennifer Karpinski
Boston, MA
Seamus Young
Boston, MA
Chad Kastner
Boston, MA
Andrew Humberd
Boston, MA

This content was compiled from the SEC and FINRA.

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