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Stacy Lynn Zenger

Investment adviser representative at Putnam Investment Management, LLC
16 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

16 years in the industry.

  1. Franklin Distributors, LLCJul 2024 to now
  2. Putnam Investment Management, LLCApr 2020 to now
  3. Putnam Investments ManagementMar 2020 to now
  4. Putnam Retail ManagementFeb 2020 to Jul 2024
  5. Ivy Funds Distributor IncDec 2010 to Mar 2020

Exams passed

  • Series 66 · Uniform Combined State Law2010

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
4825525
Firm CRD
106629
Advisor's SEC record (opens in a new tab)
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