Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
69 advisors
Number of Clients
554 clients
Average Client Portfolio
$153.8M average
Assets Under Management
$85.2B
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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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Other Business Activities

Abdulai works as a delivery driver for DoorDash and Uber Eats in San Francisco, starting in April 2024. These activities take a few hours per week each and do not occur during normal securities trading hours.

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
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Putnam Retail Management Limited PartnershipBroker
November 2021 - July 2024 · 2 yrs 8 mos
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Abdulai Barry - Financial Advisor | TrueAdvisor