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Gregory W. Evans

F L PUTNAM INVESTMENT MANAGEMENT CO.
Wolfeboro, NH 03894
Some features on this profile are disabled
CRD#: 2215525
GE

Professional summary

Gregory Wood Evans, CFP® is a registered financial advisor currently at F L PUTNAM INVESTMENT MANAGEMENT CO. located in Wolfeboro, New Hampshire.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Gregory has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Gregory Wood Evans'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®
CFP®

Certified Financial Planner

Start date: 2009

Experience

Current

January 12, 2026 - Present

F L PUTNAM INVESTMENT MANAGEMENT CO.

Office #1: 40 Mill Street, Wolfeboro, NH 03894
RIA
CRD#: 106223
Wolfeboro, NH
Past

February 7, 2024 - April 16, 2025

RWA WEALTH PARTNERS

RIA
CRD#: 156984
NEWTON, MA
Past

July 13, 2018 - December 8, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

April 27, 2005 - March 28, 2007

FIDELITY PERSONAL TRUST COMPANY, FSB

RIA
CRD#: 109516
MERRIMACK, NH
Past

October 15, 1998 - December 5, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH
Past

September 16, 1994 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MERRIMACK, NH
Past

April 8, 1993 - June 25, 1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

April 8, 1993 - June 25, 1993

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

March 25, 1992 - September 23, 1992

F.N. WOLF & CO., INC.

BD
CRD#: 13051

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
New Hampshire
(1/12/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/3/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/23/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/16/1997
General Securities Representative 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#: 106223Wolfeboro, NH 03894

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