AdFi
FL

F L Putnam Investment Management Co.

SEC Registered
Assets Under Management
$5B–$25B
Office Locations
11 offices
Total Accounts
7901

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsCorporations

Leadership

Susanne Stauffer
DIRECTOR
Robertson Pope Breed
SENIOR VICE PRESIDENT & PORTFOLIO MANAGER
Ellen Flaherty
CHIEF COMPLIANCE OFFICER, DIRECTOR, CLERK, SR. VP, COO
F.l. Putnam Securities Company Incorporated
STOCKHOLDER
Christian David Mcvey
SENIOR VICE PRESIDENT MARKETING
Reed Thomas Manning
PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR

Office locations

11 offices in 6 states
MA
LynnfieldHQ
RI
Providence
NH
Wolfeboro
ME
Portland
NY
New York
MA
Needham
MA
Boston
NY
Amherst
MA
Mashpee
NY
New York
SC
North Charleston

Advisors at this firm

73 advisors in the directory

Christian David McVey
Investment Adviser Representative
Investment Adviser Representative
Robertson Pope Breed
Investment Adviser Representative
Investment Adviser Representative
William Michael O'Brien
Investment Adviser Representative
Investment Adviser Representative
Todd Edwin Engelhardt
Investment Adviser Representative
Investment Adviser Representative
Kristen Ann Madden
Investment Adviser Representative
Investment Adviser Representative
Leonardo Mesa
Investment Adviser Representative
Investment Adviser Representative
Susan Macmichael John
Investment Adviser Representative
Investment Adviser Representative
Ellen Katherine Hazen
Investment Adviser Representative
Investment Adviser Representative
Gregory Wood Evans
Investment Adviser Representative
Investment Adviser Representative
Grenville Macdonald Gooder Jr.
Investment Adviser Representative
Investment Adviser Representative
Keith Edward Brennan
Investment Adviser Representative
Investment Adviser Representative
Frederick Peter Baerenz
Investment Adviser Representative
Investment Adviser Representative
Roger N. Begin
Investment Adviser Representative
Investment Adviser Representative
Ann Marie Foran
Investment Adviser Representative
Investment Adviser Representative
Todd Christopher Mills
Investment Adviser Representative
Investment Adviser Representative
Thomas Patrick Fay
Investment Adviser Representative
Investment Adviser Representative
Timothy John O'Shei
Investment Adviser Representative
Investment Adviser Representative
Glen Patrick Martin
Investment Adviser Representative
Investment Adviser Representative
Charles John Ybema
Investment Adviser Representative
Investment Adviser Representative
Katharine Celeste Manning
Investment Adviser Representative
Investment Adviser Representative
Robert Brandt Heitzman
Investment Adviser Representative
Investment Adviser Representative
Thomas George Goodwin
Investment Adviser Representative
Investment Adviser Representative
Mike E Gula
Investment Adviser Representative
Investment Adviser Representative
Michael James Hanlon
Investment Adviser Representative
Investment Adviser Representative
Marianne Pursley
Investment Adviser Representative
Investment Adviser Representative
James Thomas Ortlip
Investment Adviser Representative
Investment Adviser Representative
Lorraine Allison Silva
Investment Adviser Representative
Investment Adviser Representative
Jessie Lyn Butler
Investment Adviser Representative
Investment Adviser Representative
Daniel M. Toole
Investment Adviser Representative
Investment Adviser Representative
Michael Lewis Mueller
Investment Adviser Representative
Investment Adviser Representative
Lawrence Thomas McGowan
Investment Adviser Representative
Investment Adviser Representative
Steven Nathaniel Violin
Investment Adviser Representative
Investment Adviser Representative
Kimberly Ann Ratcliffe
Investment Adviser Representative
Investment Adviser Representative
Andrew Bo Wetzel
Investment Adviser Representative
Investment Adviser Representative
Joni A Stone
Investment Adviser Representative
Investment Adviser Representative
Jerry Bert Love
Investment Adviser Representative
Investment Adviser Representative
James Andrew Waggett
Investment Adviser Representative
Investment Adviser Representative
Reed Thomas Manning
Investment Adviser Representative
Investment Adviser Representative
Laurie Anne Faille
Investment Adviser Representative
Investment Adviser Representative
Sean Patrick Cragan
Investment Adviser Representative
Investment Adviser Representative
Jordan S Press
Investment Adviser Representative
Investment Adviser Representative
Daosith Samuel Lemay
Investment Adviser Representative
Investment Adviser Representative
Valerie Jean Brown
Investment Adviser Representative
Investment Adviser Representative
David Joseph McPherson
Investment Adviser Representative
Investment Adviser Representative
Laurie Barrett
Investment Adviser Representative
Investment Adviser Representative
Timothy Richard Hamilton
Investment Adviser Representative
Investment Adviser Representative
Carolyn Stewart Macedo
Investment Adviser Representative
Investment Adviser Representative
Amanda Michele Pfeifle
Investment Adviser Representative
Investment Adviser Representative
Aaron Jay Rosen
Investment Adviser Representative
Investment Adviser Representative
Julia Yvonne Vanzler
Investment Adviser Representative
Investment Adviser Representative
Robert Sherman
Investment Adviser Representative
Investment Adviser Representative
Scott Nelson Mazuzan
Investment Adviser Representative
Investment Adviser Representative
Magdalena Jaworska
Investment Adviser Representative
Investment Adviser Representative
Benjamin Dolan O'Connor
Investment Adviser Representative
Investment Adviser Representative
Christian Leigh Sullivan
Investment Adviser Representative
Investment Adviser Representative
Sarah Lydia Grace Gosselin
Investment Adviser Representative
Investment Adviser Representative
Landon Joe Fritch
Investment Adviser Representative
Investment Adviser Representative
Ryan Bernard McQuilkin
Investment Adviser Representative
Investment Adviser Representative
Erin Melissa Holt
Investment Adviser Representative
Investment Adviser Representative
Edward James Terwilliger III
Investment Adviser Representative
Investment Adviser Representative
James Balfour
Investment Adviser Representative
Investment Adviser Representative
Jennifer Lauren Rosenbaum
Investment Adviser Representative
Investment Adviser Representative
Jill Hibyan
Investment Adviser Representative
Investment Adviser Representative
Matthew Jacob Fischer
Investment Adviser Representative
Investment Adviser Representative
Susan Marie White
Investment Adviser Representative
Investment Adviser Representative
Thomas David Burleigh
Investment Adviser Representative
Investment Adviser Representative
Michael A Desclos
Investment Adviser Representative
Investment Adviser Representative
Corey Brian Pomerleau
Investment Adviser Representative
Investment Adviser Representative
Yvan Philippe Bodart
Investment Adviser Representative
Investment Adviser Representative
Keyana Johns Russ
Investment Adviser Representative
Investment Adviser Representative
Nicole Leigh Tsafos
Investment Adviser Representative
Investment Adviser Representative
Nicholas Edward Bozek
Investment Adviser Representative
Investment Adviser Representative
Gerald Thomas Cole
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#106223
SEC Number
801-21951
Disciplinary History
Yes
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee / Other
Minimum: $750,000

Data as of August 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. F L Putnam Investment Management Co. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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F L Putnam Investment Management Co. in Lynnfield, MA