Shannon
Elia

Putnam Investment Management, LLC

CRD#5753170
Investment Advisor
in Boston, MA

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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

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

Disclosures

No

Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management

$103,456,213,706

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

301

MA Average: 118
Total Number of Accounts

166

MA Average: 4,567
Average Account Size

$623,230,203

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 (5 years)

Putnam Retail Management

2010 - 2010 (< 1 year)

Putnam Investments/Putnam Retail Management

2010 - 2016 (6 years)

Columbia Management

Disclosures

Shannon Elia has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Matthew Malloy
Boston, MA
Levin Wilson
Boston, MA
Christopher O'Neill
Boston, MA
Robert Linskey
Boston, MA
George Moore
Boston, MA
Patrick Scanlon
Boston, MA

This content was compiled from the SEC and FINRA.

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.

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