Chad Kastner is a registered investment advisor, based in Boston, MA, with 28 years of industry experience.
Location
100 Federal St, Boston, MA, 02110
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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.
Learn about disclosures →Employment History
Current Registrations
Franklin Distributors, LLC
July 2024 - Present · 1 yr 9 mos
Franklin Distributors, LLCBroker
July 2024 - Present · 1 yr 9 mos
Putnam Investment Management, LLC
July 2014 - Present · 11 yrs 9 mos
Previous Registrations
Putnam Retail Management Limited PartnershipBroker
March 2012 - July 2024 · 12 yrs 4 mos
Sun Life Financial Distributors, INC.Broker
September 2009 - December 2011 · 2 yrs 3 mos
Planco Financial Services, LLCBroker
October 1997 - September 2009 · 11 yrs 11 mos
State Registrations7 states
CACTFLMAMNNDNY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.