Daosith
Lemay

F L Putnam Investment Management Co

CRD#4849794
Investment Advisor
in Wolfeboro, NH

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About this Advisor

Daosith Lemay is a financial advisor based in Wolfeboro, New Hampshire, working with F L Putnam Investment Management Co. Daosith has previously held positions at F.L. Putnam Investment Management Co and Financial Focus, Inc. Daosith has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire. Currently, Daosith is part of F L Putnam Investment Management Co, which operates out of Wolfeboro, New Hampshire. 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, CERTIFIED FINANCIAL PLANNER™

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

40 Mill Street
Wolfeboro, NH 03894

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F L Putnam Investment Management Co Brokerage Details

Total Assets Under Management

$6,168,006,683

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

105

NH Average: 118
Total Number of Accounts

5,203

NH Average: 4,567
Average Account Size

$1,185,471

NH 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

Daosith Lemay Work History

2019 - Present (5 years)

F.L. Putnam Investment Management Co

2008 - Present (16 years)

Financial Focus, Inc

Disclosures

Please visit the SEC profile of Daosith Lemay 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
Corey Pomerleau
Lynnfield, MA
Michael Desclos
Lynnfield, MA
Ann Marie Foran
Wellesley Hills, MA
Benjamin O'Connor
Scarborough, ME
Landon Fritch
Wolfeboro, NH
Ellen Hazen
Wellesley Hills, MA
Yvan Bodart
Lynnfield, MA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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