Putnam Investment Management, LLC
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About this Advisor
Stephen Mclean is a financial advisor who works in Boston, Massachusetts, who has been in the financial industry for 10 years. Mclean is an advisor for Putnam Investment Management, LLC. Their career trajectory has included roles at Bowden Manufacturing, John Carroll University, Pnc Bank, N.A and Putnam Investments. Mclean maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Massachusetts. Putnam Investment Management, LLC is a company based out of Boston, Massachusetts. It controls $89 billion in assets under management among its 154 accounts, making it one of the biggest firms in the nation by assets under management. The advisory firm performs a few services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial management fees usually are based on the services. However, fee types charged by Putnam Investment Management, LLC can be comprised of any combination of 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 Mclean Work History
Stephen has 11 years of experience.
Pnc Bank, N.A
John Carroll University
Stephen Mclean has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Putnam Investment Management, LLC