linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alex Joseph Calabro

Putnam Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alex? Claim Your Profile

About Alex Joseph Calabro

Alex Calabro is an Investment Advisor Representative with Putnam Investment Management, LLC, a registered investment advisor, with a branch office in Boston, MA. Alex has been working in the financial services industry since 2017. Alex is licensed to provide investment advisory services in all 50 states. Alex also has a Series 6, 7 and 63 registration in addition to the Series 65. Alex has been registered with Putnam Investments, a registered investment advisor since 2019. Alex was previously registered with Putnam Retail Management Limited Partnership, a registered investment advisor, since 2017.

Firm Information

Alex Calabro is currently registered with Putnam Investment Management, LLC. Putnam Investment Management, LLC is a Boston, MA-based investment firm with over $85 billion in regulatory assets under management. They offer a variety of portfolio management services for individuals, investment companies, and pooled investment vehicles. The firm also has a wrap fee program and serves a wide range of client types, including corporations, individuals, state and municipal governments, charitable organizations, and investment companies.
Putnam Investment Management, LLC

100 FEDERAL ST

BOSTON, MA 02110

$85.21B

Assets Under Management

24

Total Clients

80

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alex Calabro’s Registration & Firm History

MA

11/13/2019 - Present

Putnam Investment Management, LLC (BOSTON MA)

MA

11/02/2017 - 07/02/2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)

Not sure if Alex Joseph Calabro is right for you?

Licenses & Designations

IA

Issued 11/01/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/20/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2018

Series 7 - General Securities Representative Examination

BC

Issued 11/02/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alex Joseph Calabro.
Not sure if Alex Joseph Calabro is right for you?