Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Francis Field

Putnam Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Francis Field

Robert Francis Field is a registered investment advisor representative with Putnam Investment Management, LLC. Robert has been in the financial services industry since January 2023. Robert has passed the Series 7TO, SIE, and Series 66 exams. Robert is registered in 53 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Robert's previous employment includes Putnam Retail Management Limited Partnership and Putnam Investments LLC. Robert is currently affiliated with Putnam Investment Management, LLC.

Firm Information

Robert Field 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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Field’s Registration & Firm History

MA

05/02/2023 - Present

Putnam Investment Management, LLC (BOSTON MA)

MA

01/30/2023 - 07/02/2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)

Not sure if Robert Francis Field is right for you?

Licenses & Designations

BOTH

Issued 04/12/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/28/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/04/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Francis Field.
Not sure if Robert Francis Field is right for you?