Russell Valdez has been Director of F L Putnam Investment Management since August 2026, is not listed as a control person, but directly owns under 5% of the firm.
F L Putnam Investment Management Co. is a Lynnfield, MA firm with $9.72B under management, 3,054 clients and 90 advisers across 15 offices, as of its August 2026 filing.
- Wafra Inc.– · 5 yearsAustin, TX · Adviser representative · Firm CRD 108673
Examinations
No examinations are on Russell Valdez’s record.
- Full name
- Russell James Valdez
- CRD
- 6848498
- Firm
- F L Putnam Investment Management · CRD 106223
- Role
- Director
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Russell Valdez work?
Russell Valdez has been Director of F L Putnam Investment Management Co. since August 2026.
Does Russell Valdez have a current investment-adviser registration?
Russell Valdez has no current investment-adviser or broker registration.
Where was Russell Valdez previously registered as an investment adviser?
Russell Valdez has past investment-adviser registrations through Wafra Inc., January 2018 to December 2023, across 1 firm.
Is Russell Valdez registered with FINRA?
No. Russell Valdez has no current broker registration.
How can I verify Russell Valdez’s record?
Search CRD 6848498 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Russell Valdez’s full registration record.
- Reed ManningPresident, Chief Executive Officer, Director
- Keith MarksChief Compliance Officer
- Margaret BarneyTrustee of Margaret Wilson Putnam Trust (Tax Id Number Ending in 03)
- Ellen FlahertyDirector, Clerk, SR. VP, COO
- Alan GosuleDirector
- Meredith LepperDirector
- Richard OsterbergDirector, Trustee of Margaret Wilson Putnam Trusts (Tax Id Numbers Ending 01, 02, 03, 07), Executor Estate of David Putnam
- John PutnamTrustee of Margaret Wilson Putnam Trusts (Tax Id Numbers Ending in 01, 02, 03)
- Yvette PutnamExecutor of Estate of David Putnam, Trustee of Margaret Wilson Putnam Trust (Tax Id Number Ending in 07)
- Susanne StaufferDirector
- Connor StewartDirector
- Michael TimmermansChief Legal Officer