Chad Jeremy Kastner
Investment adviser representative at Putnam Investment Management, LLC
14 yearsExperience
1 stateRegistered in
$117.2BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Franklin Distributors, LLCJul 2024 to now
- Putnam Investment Management, LLCApr 2014 to now
- Putnam Retail ManagementFeb 2012 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
Putnam Investment Management, LLC
$117.2BAssets managed
16,428Clients
57Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2673457
- Firm CRD
- 106629