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Richard Osterberg

Director, Trustee of Margaret Wilson Putnam Trusts (Tax Id Numbers Ending 01, 02, 03, 07), Executor Estate of David Putnam at F L Putnam Investment Management

Firm officerUpdated

Richard Osterberg has been Director, Trustee of Margaret Wilson Putnam Trusts (Tax Id Numbers Ending 01, 02, 03, 07), Executor Estate of David Putnam of F L Putnam Investment Management Co., a Lynnfield, MA investment adviser managing $9.72B, since January 2008.

18
Years in role
$9.72B
Firm AUM
3,054
Firm clients
90
Firm advisers

From Form ADV filed 19 August 2026Form ADV

Career

Richard Osterberg is not listed as a control person, but directly owns under 5% of F L Putnam Investment Management.

F L Putnam Investment Management is an investment adviser based in Lynnfield, MA, registered with the SEC since 1984. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $9.72 billion, as filed on 19 August 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
5503167
Firm
F L Putnam Investment Management · CRD 106223
Role
Director, Trustee of Margaret Wilson Putnam Trusts (Tax Id Numbers Ending 01, 02, 03, 07), Executor Estate of David Putnam
In role since
January 2008 · 18 years
Control person
Not listed
Direct ownership
Under 5%
Firm headquarters
Lynnfield, MA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Richard Osterberg work?

Richard Osterberg has been Director, Trustee of Margaret Wilson Putnam Trusts (Tax Id Numbers Ending 01, 02, 03, 07), Executor Estate of David Putnam of F L Putnam Investment Management Co. since January 2008.

Source: Form ADV, Schedule A, filed 19 August 2026

How can I verify Richard Osterberg’s record?

Richard Osterberg’s role is listed on F L Putnam Investment Management Co.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 106223.

Source: Form ADV, Schedule A, filed 19 August 2026

Leadership at F L Putnam Investment Management

Sources

  1. IAPD individual lookup, CRD 5503167, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of F L Putnam Investment Management Co., filed 19 August 2026. Title, control and ownership bands.
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