Cassandra Elizabeth Cieplik
Investment adviser representative at Putnam Investment Management, LLC
13 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
13 years in the industry.
- Franklin Distributors, LLCJul 2024 to now
- Putnam Investment Management, LLCSep 2019 to now
- Putnam Retail ManagementSep 2019 to Jul 2024
- Blue Water MortgageJun 2018 to Aug 2018
- UBSJun 2017 to Aug 2017
- Aroma Joes CoffeeSep 2016 to May 2019
- Monson Public SchoolsMay 2016 to Aug 2019
- University of New HampshireAug 2015 to May 2019
- Memos ResturantApr 2013 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 6814620
- Firm CRD
- 106629