Stephen
Fox

Putnam Investment Management, LLC

CRD#6268348
Investment Advisor
in Boston, MA
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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

Series 65, Series 63

Years of Experience

13 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

$88,631,299,657

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

303

MA Average: 118
Total Number of Accounts

154

MA Average: 4,567
Average Account Size

$575,527,920

MA Average: $3,506,186

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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.

2013 - Present (6 years)

Putnam Retail Management

2013 - 2013 (< 1 year)

Gridiron Training

2012 - 2012 (< 1 year)

New England Technical Institute

2009 - 2013 (4 years)

Brown University

2005 - 2009 (4 years)

Lake Region High School

Disclosures

Stephen Fox has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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