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Curtis M Sahler

Investment adviser representative at Putnam Investment Management, LLC
19 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

19 years in the industry.

  1. Franklin Distributors, LLCJul 2024 to now
  2. Putnam Investment Management, LLCApr 2023 to now
  3. Putnam Retail ManagementApr 2023 to Jul 2024
  4. Morgan StanleyJun 2021 to Apr 2023
  5. Ivy Distributors, IncMay 2007 to Apr 2021
  6. Waddell & Reed, IncMay 2007 to Aug 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 66 · Uniform Combined State Law2023

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
4499251
Firm CRD
106629
Advisor's SEC record (opens in a new tab)
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