Daosith
Lemay
F L Putnam Investment Management Co
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About this Advisor
Daosith Lemay is a certified financial planner operating in Wolfeboro, New Hampshire with 4 years of relevant experience. Lemay is an employee of F L Putnam Investment Management Co. Over the course of their career, they have held roles at F.L. Putnam Investment Management Co and Financial Focus, Inc. Lemay maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in New Hampshire. F L Putnam Investment Management Co is a registered investment company operating out of Wellesley Hills, MA. It has offices in eight locations and a total of 84 employees. It manages $4 billion in assets across its 4,312 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 163 charities and foundations. Of its 4,312 accounts, 52% are held by high-net-worth individuals who have more than $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees charged by F L Putnam Investment Management Co likely are comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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F L Putnam Investment Management Co Brokerage Details
$4,302,700,958
84
4,312
$997,843
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Daosith Lemay Work History
Daosith has been registered as a financial advisor for 4 years.*
F.L. Putnam Investment Management Co
Financial Focus, Inc
*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 Daosith Lemay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.