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

Stoneham, MA

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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
April 2025 - Present · 10 mos
John Hancock Investment Management Distributors LLC
March 2025 - Present · 11 mos
John Hancock Investment Management Distributors LLCBroker
March 2025 - Present · 11 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
June 2024 - March 2025 · 9 mos
State Registrations14 states
CTDCDEMAMDMENHNJNYPARIVAVTWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.