Katharine Celeste Manning
Investment adviser representative at F L Putnam Investment Management Co.
22 yearsExperience
2 statesRegistered in
$9.7BFirm assets
42 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- F L Putnam Investment Management Co.Feb 2019 to now
- F.L. Putnam Investment ManagementJan 2019 to now
- Education: Retirement Management Advisor Credential WorkNov 2018 to Dec 2018
- UnemployedFeb 2018 to Oct 2018
- Admiral's BankOct 2017 to Jan 2018
- Charles Schwab BankFeb 2005 to Jul 2017
- Charles Schwab & Co., Inc.Mar 2004 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
F L Putnam Investment Management Co.
$9.7BAssets managed
3,054Clients
78Advisers
42 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
- 2901746
- Firm CRD
- 106223