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Richard Carl Offenberg

Putnam Investment Management, LLC

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About Richard Carl Offenberg

Richard Offenberg is a financial advisor at Putnam Investment Management, LLC. Richard has been in the industry since 2023. Richard holds the Series 7TO, Series 66, and SIE licenses. Richard is registered to provide investment advisory services in 53 states and the District of Columbia. Richard has experience working with individuals, corporations, investment companies, insurance companies, and pooled investment vehicles. Richard also has experience with pension and profit-sharing plans, state and municipal government entities, and charitable organizations. Richard has previously worked at Putnam Retail Management Limited Partnership.

Firm Information

Richard Offenberg 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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Richard Offenberg’s Registration & Firm History

MA

01/02/2024 - Present

Putnam Investment Management, LLC (BOSTON MA)

MA

09/21/2023 - 07/02/2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)

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Licenses & Designations

BOTH

Issued 12/07/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/21/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/18/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Carl Offenberg.
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