F L Putnam Investment Management Co.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 106223
- SEC number
- 801-21951
- Firm type
- RIA
- Assets under management
- $9.7B as of May 26, 2026
- Website
- www.flputnam.com ↗
- Phone
- 800-344-3435
- Address
- 6 Kimball Lane, Lynnfield, MA, 01940
Advisors at this firm
62 in our index · page 1 of 2
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Frederick Peter BaerenzCRD 2388453 · Reston, VAIA RegisteredRegistration inactiveDisclosure event(s) on record
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Roger N. BeginCRD 2477450 · Providence, RIIA Registered
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Nicholas Edward BozekCRD 7983830 · New York, NYIA Registered
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Robertson Pope BreedCRD 1395261 · Portland, MEIA Registered
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Keith Edward BrennanCRD 2332013 · Reston, VAIA Registered
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Thomas David BurleighCRD 7131214 · Portsmouth, NHIA Registered
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Jessie Lyn ButlerCRD 4246092 · Portland, MEIA Registered
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James BalfourCRD 6883255 · Wolfeboro, NHIA Registered
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Gerald Thomas ColeCRD 860177 · Amherst, NYIA Registered
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Sean Patrick CraganCRD 4779237 · Pembroke, MAIA Registered
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Todd Edwin EngelhardtCRD 1556820 · Providence, RIIA RegisteredRegistration inactive
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Gregory Wood EvansCRD 2215525 · Wolfeboro, NHIA RegisteredRegistration inactive
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Laurie Anne FailleCRD 4732547 · Needham, MAIA Registered
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Thomas Patrick FayCRD 2709281 · Providence, RIIA Registered
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Matthew Jacob FischerCRD 7073653 · Portland, MEIA RegisteredRegistration inactive
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Ann Marie ForanCRD 2615681 · Boston, MAIA Registered
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Thomas George GoodwinCRD 3186647 · Wolfeboro, NHIA Registered
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Sarah Lydia Grace GosselinCRD 6323497 · Reston, VAIA Registered
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Grenville Macdonald GooderCRD 225133 · New York, NYIA RegisteredDisclosure event(s) on record
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Mike E GulaCRD 3254361 · Portsmouth, NHIA RegisteredRegistration inactiveDisclosure event(s) on record
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Timothy Richard HamiltonCRD 5562048 · Portsmouth, NHIA RegisteredRegistration inactive
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Michael James HanlonCRD 3259136 · Portsmouth, NHIA Registered
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Ellen Katherine HazenCRD 2109680 · Needham, MAIA Registered
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Robert Brandt HeitzmanCRD 3003585 · Lynnfield, MAIA Registered
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Jill HibyanCRD 7047103 · Portland, MEIA Registered
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Erin Melissa HoltCRD 6495478 · Reston, VAIA RegisteredRegistration inactive
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Magdalena JaworskaCRD 5925648 · Amherst, NYIA Registered
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Susan Macmichael JohnCRD 1830060 · Wolfeboro, NHIA Registered
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Daosith Samuel LemayCRD 4849794 · Portsmouth, NHIA Registered
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Jerry Bert LoveCRD 4631038 · Kalamazoo, MIIA Registered
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Carolyn Stewart MacedoCRD 5609338 · Needham, MAIA Registered
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Kristen Ann MaddenCRD 1629153 · Wolfeboro, NHIA Registered
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Katharine Celeste ManningCRD 2901746 · Boston, MAIA RegisteredRegistration inactive
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Glen Patrick MartinCRD 2850934 · Providence, RIIA Registered
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Scott Nelson MazuzanCRD 5834757 · Portland, MEIA Registered
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Lawrence Thomas McgowanCRD 4350752 · Amherst, NYIA Registered
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David Joseph McphersonCRD 5266409 · Mashpee, MAIA Registered
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Christian David McveyCRD 1318364 · Lynnfield, MAIA Registered
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Leonardo MesaCRD 1801309 · Amherst, NYIA RegisteredDisclosure event(s) on record
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Todd Christopher MillsCRD 2688102 · Lynnfield, MAIA Registered
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Michael Lewis MuellerCRD 4347814 · Kalamazoo, MIIA Registered
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William Michael O'brienCRD 1408218 · Needham, MAIA Registered
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Benjamin Dolan O'connorCRD 6051973 · Portland, MEIA RegisteredRegistration inactive
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Timothy John O'sheiCRD 2804726 · Amherst, NYIA RegisteredRegistration inactive
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James Thomas OrtlipCRD 4174290 · Reston, VAIA RegisteredRegistration inactiveDisclosure event(s) on record
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Amanda Michele PfeifleCRD 5667985 · Reston, VAIA Registered
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Jordan S PressCRD 4782992 · New York, NYIA Registered
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Marianne PursleyCRD 4089427 · Providence, RIIA Registered
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Kimberly Ann RatcliffeCRD 4482911 · Lynnfield, MAIA Registered
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Aaron Jay RosenCRD 5723936 · Reston, VAIA RegisteredRegistration inactive
1–50 of 62Next →
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 106223 ↗
FINRA BrokerCheck record for firm CRD 106223 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.