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Adriana Sofia Destefanis

10 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
158 advisors
Number of Clients
35,239 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$202.2B

Fee Structure

Financial Planning:Investment management only
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Location

200 Berkeley St., Boston, MA, 02116-5022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
John Hancock Investment Management LLC
November 2018 - Present · 7 yrs 3 mos
John Hancock Investment Management Distributors LLC
July 2015 - Present · 10 yrs 7 mos
John Hancock Investment Management Distributors LLCBroker
July 2015 - Present · 10 yrs 7 mos
Previous Registrations
Manulife Asset Management (US) LLC
September 2017 - November 2018 · 1 yr 2 mos
State Registrations5 states
CTMANJNYRI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adriana Sofia Destefanis - Financial Advisor | TrueAdvisor