Michel George Boulos
Investment adviser representative at Putnam Investment Management, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$117.2BFirm assets
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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
13 years in the industry.
- Franklin Distributors, LLCJul 2024 to now
- Putnam Investment Management, LLCJan 2022 to now
- Putnam Retail ManagementJan 2022 to Jul 2024
- T Rowe PriceSep 2021 to Jan 2022
- UnemployedApr 2021 to Aug 2021
- Prudential Investment Management Services LLCMay 2019 to Mar 2021
- Pgim InvestmentsApr 2019 to Mar 2021
- AflacSep 2018 to Mar 2019
- UnemployedMar 2018 to Aug 2018
- Fidelity InvestmentsJul 2013 to Feb 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2019
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
- 5138337
- Firm CRD
- 106629