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Daosith Samuel Lemay

F L Putnam Investment Management Co.

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About Daosith Samuel Lemay

Daosith Samuel Lemay is a financial advisor with F L Putnam Investment Management Co. in Wolfeboro, NH. Daosith has been in the industry since 2004. Daosith is registered as a Registered Investment Advisor in New Hampshire. Daosith has been a Registered Representative of Ameriprise Financial Services, Inc. and has also been affiliated with IDS Life Insurance Company. Daosith is a Certified Financial Planner. Daosith provides financial planning services to individuals, businesses, and charitable organizations. Daosith specializes in retirement planning, college savings, and estate planning.

Firm Information

Daosith Lemay is currently registered with F L Putnam Investment Management Co.. F L Putnam Investment Management Co. is a Registered Investment Advisor based in Lynnfield, MA. They provide financial planning, portfolio management for individuals, educational seminars, publication of periodicals, selection of other advisers, and other advisory services. They primarily manage assets for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
F L Putnam Investment Management Co.

6 KIMBALL LANE

LYNNFIELD, MA 01940

$6.17B

Assets Under Management

30

Total Clients

47

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio monitoring and consulting

Portfolio monitoring and consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Assets under advisement

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Daosith Lemay’s Registration & Firm History

NH

04/05/2019 - Present

F L Putnam Investment Management Co. (WOLFEBORO NH)

NH

11/23/2004 - 07/28/2008

AMERIPRISE FINANCIAL SERVICES, INC. (PORTSMOUTH NH)

MN

11/23/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/06/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/22/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daosith Samuel Lemay.
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