Thomas
Schmidt
Putnam Investment Management, LLC
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About this Advisor
Thomas Schmidt is a financial advisor working in Boston, Massachusetts, with 1 year of relevant experience. Schmidt is an advisor for Putnam Investment Management, LLC. Their career trajectory has included roles at Mbsc Securities Corporation, Cetera Advisor Networks, Walnut Creek Wealth Management, Rock Harbor, LLC, Foreside Fund Services, LLC and Putnam Investments/Putnam Retail Management. Schmidt holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can work in Massachusetts. Putnam Investment Management, LLC is a registered investment business operating out of Boston, MA. It has $91 billion in assets among its 168 accounts, making it one of the biggest financial advisory firms in the country by assets under management. Putnam Investment Management, LLC has a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial management fee schedules are based on the services provided. Fees billed by Putnam Investment Management, LLC likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Putnam Investment Management, LLC Brokerage Details
$91,178,973,223
319
168
$542,731,983
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Thomas Schmidt Work History
Thomas has been registered as a financial advisor for 1 years.*
Putnam Investments/Putnam Retail Management
Rock Harbor, LLC
Foreside Fund Services, LLC
Cetera Advisor Networks
Walnut Creek Wealth Management
Mbsc Securities Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Schmidt 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 Putnam Investment Management, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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