Putnam Investment Management, LLC
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About this Advisor
Stephen Fox is an advisor who lives in Boston, Massachusetts. Currently a registered advisor at Putnam Investment Management, LLC, Fox has 13 years of professional experience in the financial advisory industry. Fox holds Series 65 and Series 63 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Fox is registered to serve clients based out of Massachusetts. During their career, Fox has held roles at Gridiron Training, New England Technical Institute, Lake Region High School, Brown University and Putnam Retail Management. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. Overall, Putnam Investment Management, LLC oversees $92 billion in assets dispersed across 160 client accounts and retains more than 272 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the firm's 160 clients are considered 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 may charge clients 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
Stephen Fox Work History
Stephen has 13 years of experience.
Putnam Retail Management
New England Technical Institute
Lake Region High School
Stephen Fox has no disclosures.
Please visit their SEC profile for more details.