Leonardo Mesa
Financial advisor at Flputnam Investment Management Co · Amherst, NY
Last updated 2026-10-10
Claim your profileLeonardo Mesa is a financial advisor at Flputnam Investment Management Co in Amherst, NY, CRD 1801309. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1994-11-29.
Registration
- CRD number
- 1801309
- Registration status
- Active
- IAPD registration
- 1994-11-29
- Industry Experience
- 31 years
- Work Experience
- 17 years
- States registered
- FL, NY
Licenses and exams
- Series 63
- Series 65
Designations
- CFP®
Work history
- 2009-02 to 2024-12 · Arbor Capital Management Corp · Miami Lakes, FL
- 2024-07 to Present · F.L. Putnam Investment Management Co. · Amherst, NY
Current employment
- F L Putnam Investment Management Co. · Lynnfield, MA
Flputnam Investment Management Co
- Regulatory AUM
- $9,715,433,173
- Registered advisors
- 78
- Offices
- 22
- Clients per advisor
- 39.2 (Low)
- Average AUM per client
- $3.2M (Low)
- High-net-worth client ratio
- 48.7% (Moderate)
Flputnam Investment Management Co: advisors, services and reported ETF investments
About
Leonardo Mesa is a CFP® financial advisor at F L Putnam Investment Management Co. in Amherst, NY. Reported securities licenses include Series 63 and Series 65. The latest record indicates 31 years of industry experience and 17 years of reported work history. Reported roles include Arbor Capital Management Corp.
Flputnam Investment Management Co's firm-level Form ADV reports 78 advisors across 22 offices; approximately 39.2 clients per advisor, average assets per client of $3,181,216, and regulatory AUM of $9.7B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $3.1B across 194 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Leonardo Mesa personally.
Reported ETF positions
Flputnam Investment Management reports 194 ETF positions worth $3.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $922.1M |
| IEFA — iShares Core MSCI EAFE ETF | $465M |
| IGSB — iShares 1-5 Year Investment Grade Corporate Bond ETF | $131.5M |
| IJH — iShares Core S&P Mid-Cap ETF | $118.2M |
| IEMG — iShares Core MSCI Emerging Markets ETF | $109.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Flputnam Investment Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $1.1M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $1.1M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $294.9K | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $8.4M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Flputnam Investment Management Co on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Engaged in Other Business
- Trust Company
Location
100 Corporate Parkway, Amherst, NY 14226
4 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-344-3435
- Website: flputnam.com
Official record
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