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Evan Robert Russo

Putnam Investment Management, LLC

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About Evan Robert Russo

Evan Russo is a registered investment advisor representative (IAR) associated with Putnam Investment Management, LLC. Evan has been in the industry since December 18, 2022. Evan holds the Series 66, Series 7TO, and SIE licenses. Prior to joining Putnam Investment Management, Evan was a registered representative with PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP. Evan is registered in 53 states and the District of Columbia.

Firm Information

Evan Russo 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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Evan Russo’s Registration & Firm History

MA

04/05/2023 - Present

Putnam Investment Management, LLC (BOSTON MA)

MA

12/19/2022 - 07/02/2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)

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Licenses & Designations

BOTH

Issued 03/24/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/19/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/11/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evan Robert Russo.
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