TrueAdvisor
TrueAdvisor
CB
CB

Caitlin G. Baggeroer

Putnam Investment Management, LLC
14 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
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Putnam Retail Management Limited PartnershipBroker
March 2011 - July 2024 · 13 yrs 4 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.