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CM

Christian D. Mcvey

F L PUTNAM INVESTMENT MANAGEMENT CO.
Lynnfield, MA 01940
Some features on this profile are disabled
CRD#: 1318364
CM

Professional summary

Christian David Mcvey, who also goes by Chris Mcvey, Christian Mcvey, is a registered financial advisor currently at F L PUTNAM INVESTMENT MANAGEMENT CO. located in Lynnfield, Massachusetts.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Christian has worked at 3 firms and has passed the Series 63, Series 65, Series 3, Series 7 and Series 5 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chris Mcvey | Christian Mcvey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian David Mcvey's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 29, 2003 - Present

F L PUTNAM INVESTMENT MANAGEMENT CO.

Office #1: 6 Kimball Lane, Lynnfield, MA 01940
RIA
CRD#: 106223
Lynnfield, MA
Past

March 15, 2002 - December 31, 2002

F L PUTNAM INVESTMENT MANAGEMENT CO.

RIA
CRD#: 106223
NEWTON CENTRA , MA
Past

July 29, 1986 - November 16, 1987

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

January 29, 1985 - July 10, 1986

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FL
F L PUTNAM INVESTMENT MANAGEMENT CO.
F L PUTNAM INVESTMENT MANAGEMENT CO. | PUTNAM F L INVESTMENT MANAGEMENT CO | FLP ATRATO CONSULTING

CRD#: 106223 / SEC#: 801-21951

RIA
Registered Investment Advisory firm - (7/30/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Maine
(1/20/2005)
IAR
Massachusetts
(5/29/2003)
IAR
New Hampshire
(3/21/2007)

Exams

State Security Law Exam
RR
Series 63
Date: 9/16/1996
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/17/1996
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 2/14/1985
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 1/19/1985
General Securities Representative Examination
General Industry/Product Exam
RR
Series 5
Date: 12/19/1984
Interest Rate Options Examination

Current Firm

FL
F L PUTNAM INVESTMENT MANAGEMENT CO.
F L PUTNAM INVESTMENT MANAGEMENT CO. | PUTNAM F L INVESTMENT MANAGEMENT CO | FLP ATRATO CONSULTING

CRD#: 106223 / SEC#: 801-21951

RIA
Registered Investment Advisory firm - (7/30/1984 Approved)
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Contact information

Main Address
6 Kimball Lane, Lynnfield, MA 01940
Mailing Address
Phone number
(800) 344-3435
Established
Firm type
Fiscal year end
# of Employees
134

SEC notice filing (36 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FLP FORM ADV PART 2A (10/29/2025)

Regulatory assets under management

Total Number of Accounts6,380
AUM (Assets Under Management)$ 7,695,902,054

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/08/2025
Cover Page
Report
08/21/2025
Cover Page
Report
10/28/2024
Cover Page
Report
12/21/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

F L PUTNAM INVESTMENT MANAGEMENT CO.

CRD#: 106223Lynnfield, MA 01940

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