Stephen
Mclean

Putnam Investment Management, LLC

CRD#5721317
Investment Advisor
in Boston, MA

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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

Series 63, Series 65

Years of Experience

11 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 Mclean Work History

Stephen has 11 years of experience.

2014 - Present (6 years)

Putnam Investments

2011 - 2014 (3 years)

Pnc Bank, N.A

2010 - 2011 (1 year)

John Carroll University

2009 - 2010 (1 year)

Bowden Manufacturing

Disclosures

Stephen Mclean has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Kyle Bramble
Boston, MA
Catherine Mezes
Boston, MA
Christopher Smirti
Boston, MA
Bradley Cohen
Boston, MA
Linda Phelps
Boston, MA
Christopher O'Neill
Boston, MA

This content was compiled from the SEC and FINRA.

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