Putnam Investment Management, LLC
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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
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