Thomas
Fay
F L Putnam Investment Management Co
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About this Advisor
Thomas Fay is a chartered financial analyst operating out of Providence, Rhode Island with a total of 4 years of relevant experience. Fay is an employee of F L Putnam Investment Management Co. Throughout their career, they have worked at F.L. Putnam Investment Management Co and Bny Mellon. Fay holds a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Rhode Island. F L Putnam Investment Management Co is a company operating out of Wellesley Hills, MA. The company has offices in eight locations and a total of 84 people on staff. It oversees $4 billion in assets under management between its 4,312 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 163 charities and foundations. Of its 4,312 accounts, 52% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has 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. Financial management fees are based on which services the firm provides the client. Fee types billed by F L Putnam Investment Management Co most likely are comprised of any 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
Thomas Fay Work History
Thomas has been registered as a financial advisor for 4 years.*
F.L. Putnam Investment Management Co
Bny Mellon
*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 Fay 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
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Wellesley Hills, MA
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Wellesley Hills, MA
Providence, RI
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