Robert Sherman
Investment adviser representative at F L Putnam Investment Management Co.
11 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$9.7BFirm 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 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
11 years in the industry.
- F L Putnam Investment Management Co.Jun 2023 to now
- Svb Wealth LLCJul 2022 to Jun 2023
- Boston Private Wealth LLCSep 2019 to Jul 2022
- Kls Professional Advisors Group, LLCOct 2018 to Sep 2019
- Gerstein FisherJun 2015 to Oct 2018
Designations
- CFP® certification
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5801987
- Firm CRD
- 106223