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Angela T Derubertis

Putnam Investment Management, LLC

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About Angela T Derubertis

Angela Derubertis is a financial advisor with Putnam Investment Management, LLC in Boston, MA. Angela is a Certified Financial Planner and has been in the industry since 2018. Angela has experience with a variety of clients, including individuals, investment companies, charitable organizations, pension and profit-sharing plans, and corporations. She is registered in 51 states and the District of Columbia to provide investment advice.

Firm Information

Angela Derubertis 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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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percentage of assets

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

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performance-based fees

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

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Angela Derubertis’s Registration & Firm History

MA

08/31/2021 - Present

Putnam Investment Management, LLC (BOSTON MA)

MA

08/24/2021 - 07/02/2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)

NY

01/04/2021 - 08/18/2021

GOLDMAN SACHS & CO. LLC (COHOES NY)

NY

04/12/2019 - 01/04/2021

MERCER ALLIED COMPANY, L.P. (COHOES NY)

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Licenses & Designations

BC

Issued 05/22/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/28/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/15/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela T Derubertis.
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