Angela T Derubertis

CFP

Putnam Investment Management, LLC

7 Years of Experience

Broker

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.

Employment History

Current Registrations

Franklin Distributors, LLCBroker

July 2024 - Present · 1 yr 7 mos

Franklin Distributors, LLC

July 2024 - Present · 1 yr 7 mos

Putnam Investment Management, LLC

August 2021 - Present · 4 yrs 6 mos

Previous Registrations

Putnam Retail Management Limited PartnershipBroker

August 2021 - July 2024 · 2 yrs 11 mos

Goldman Sachs & CO. LLCBroker

January 2021 - August 2021 · 7 mos

Mercer Allied Company, L.P.Broker

April 2019 - January 2021 · 1 yr 9 mos

Goldman Sachs Ayco Personal Financial Management

September 2018 - August 2021 · 2 yrs 11 mos

State Registrations16 states

ARAZCACOCTFLKSMAMONMNVNYOKTXUTWY

AdvisorBroker

Exams

No exam information available for this advisor.