Putnam Investment Management, LLC
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About this Advisor
Stephen Mclean is a financial advisor working out of Boston, Massachusetts, who has been in the financial industry for 13 years. Mclean works at Putnam Investment Management, LLC. Over the course of their career, Mclean has held roles at Bowden Manufacturing, Chartiers Country Club, Musuneggi Financial Service, John Carroll University, Pnc Bank, N.A and Putnam Investments. Mclean has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts. Putnam Investment Management, LLC is an advisory firm headquartered in Boston, Massachusetts. It has $92 billion in total assets between its 160 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The business provides a set of services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. A financial advisor's fees largely depend on which services the firm provides the client. Fees billed by Putnam Investment Management, LLC most likely consist 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 13 years of experience.
Pnc Bank, N.A
John Carroll University
Musuneggi Financial Service
Chartiers Country Club
Stephen Mclean has no disclosures.
Please visit their SEC profile for more details.