Corey Brian Pomerleau
Investment adviser representative at F L Putnam Investment Management Co.
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- F L Putnam Investment Management Co.Dec 2020 to now
- Boston Private WealthFeb 2016 to Dec 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (MA, ME, NH).
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
- 7320445
- Firm CRD
- 106223