TrueAdvisor
TrueAdvisor
BS
BS

Bryan Allen Schwarz

Putnam Investment Management, LLC
31 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Putnam Investment Management, LLC
Compensation
Fee-Only (AUM)
Firm Size
69 advisors
Number of Clients
554 clients
Average Client Portfolio
$153.8M average
Assets Under Management
$85.2B

Location

100 Federal St, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Franklin Distributors, LLC
July 2024 - Present · 1 yr 7 mos
Franklin Distributors, LLCBroker
July 2024 - Present · 1 yr 7 mos
Putnam Investment Management, LLC
February 2012 - Present · 14 yrs
Previous Registrations
Putnam Retail Management Limited PartnershipBroker
October 2011 - July 2024 · 12 yrs 9 mos
Lord, Abbett & CO. LLC
September 2002 - September 2011 · 9 yrs
Lord Abbett Distributor LLCBroker
February 2001 - September 2011 · 10 yrs 7 mos
Nuveen InvestmentsBroker
January 1997 - February 2001 · 4 yrs 1 mo
Flagship Funds INC.Broker
November 1993 - January 1997 · 3 yrs 2 mos
State Registrations7 states
CACTFLILMAMONY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.