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Benjamin M Decoteau

Putnam Investment Management, LLC

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About Benjamin M Decoteau

Benjamin Decoteau is an investment advisor representative with Putnam Investment Management, LLC. Benjamin has over 8 years of experience in the financial services industry and is registered with the state of Massachusetts. Benjamin specializes in portfolio management for individuals, investment companies and pooled investment vehicles. Benjamin is also registered with the state of Massachusetts as an investment advisor representative. Prior to joining Putnam Investment Management, LLC, Benjamin worked at Morgan Stanley and Natixis Distribution, LP.

Firm Information

Benjamin Decoteau 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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Benjamin Decoteau’s Registration & Firm History

MA

06/14/2023 - Present

Putnam Investment Management, LLC (BOSTON MA)

MA

05/26/2023 - 07/02/2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)

MA

05/13/2021 - 05/12/2023

MORGAN STANLEY (Middleton MA)

MA

07/25/2016 - 03/30/2021

NATIXIS DISTRIBUTION, L.P. (BOSTON MA)

RI

08/12/2015 - 07/12/2016

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 07/27/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin M Decoteau.
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