Steven
Violin

F L Putnam Investment Management Co

CRD#4399145
Investment Advisor
in Wellesley Hills, MA

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About this Advisor

Steven Violin is a financial advisor based in Wellesley Hills, Massachusetts, working with F L Putnam Investment Management Co. Steven has previously held a position at F.L. Putnam Investment Mgmt. Co. Steven has passed the Series 66 regulatory exam and is registered to provide services in Maine, Massachusetts, and Texas. Currently, Steven is part of F L Putnam Investment Management Co, which operates out of Wellesley Hills, Massachusetts. The firm has 10 offices and 105 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at F L Putnam Investment Management Co includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

20 William St., Ste. G40
Wellesley Hills, MA 02481

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F L Putnam Investment Management Co Brokerage Details

Total Assets Under Management

$6,168,006,683

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

105

MA Average: 118
Total Number of Accounts

5,203

MA Average: 4,567
Average Account Size

$1,185,471

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Steven Violin Work History

2000 - Present (24 years)

F.L. Putnam Investment Mgmt. Co

Disclosures

Please visit the SEC profile of Steven Violin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at F L Putnam Investment Management Co

Glen Martin
Providence, RI
Michael Desclos
Lynnfield, MA
Corey Pomerleau
Lynnfield, MA
Benjamin O'Connor
Scarborough, ME
Ann Marie Foran
Wellesley Hills, MA
Ellen Hazen
Wellesley Hills, MA
Sean Cragan
Lynnfield, MA
Landon Fritch
Wolfeboro, NH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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