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 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

Series 63, Series 65

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

$91,746,601,063

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

272

MA Average: 118
Total Number of Accounts

160

MA Average: 4,567
Average Account Size

$573,416,257

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 13 years of experience.

2014 - Present (5 years)

Putnam Investments

2011 - 2014 (3 years)

Pnc Bank, N.A

2010 - 2011 (1 years)

John Carroll University

2009 - 2010 (1 years)

Bowden Manufacturing

2009 - 2009 (0 years)

Musuneggi Financial Service

2005 - 2009 (4 years)

Chartiers Country Club

Disclosures

Stephen Mclean has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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