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Stacy Lynn Zenger

Putnam Investment Management, LLC

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About Stacy Lynn Zenger

Stacy Lynn Zenger is an investment advisor representative with Putnam Investment Management, LLC. Stacy has been in the industry since August 16, 2004. Stacy has a Series 6, 7, and 66 license. Stacy is currently registered with the state of Massachusetts. Stacy has been previously employed at Putnam Retail Management Limited Partnership, Ivy Distributors, Inc., and Waddell & Reed.

Firm Information

Stacy Zenger 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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Stacy Zenger’s Registration & Firm History

MA

04/08/2020 - Present

Putnam Investment Management, LLC (BOSTON MA)

MA

03/30/2020 - 07/02/2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

KS

05/02/2011 - 03/25/2020

IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)

KS

08/13/2004 - 03/25/2020

WADDELL & REED (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 05/27/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/08/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2009

Series 7 - General Securities Representative Examination

BC

Issued 08/12/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacy Lynn Zenger.
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