JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
280
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
28262
Registered since
April 15, 1991

Firm profile

FINTRX

Overview

John Hancock Investment Management Distributors LLC is a limited liability company that has been SEC-registered since 1991. Publicly available summary fields in the dataset are sparse: the entity is listed as "Unclassified," is not identified as a capital allocator, and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Owner type is recorded as a combination of domestic entity and individual. The file does not include descriptive business- or advisory-activity text, and no investment philosophy or manager-allocation preferences are provided. The available attributes suggest the organization does not operate as an investment allocator or as an ESG-focused advisory firm, but the dataset does not provide a detailed picture of its distribution, product, or client-service model.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 8
  • MARGARET COLEMAN

    CEOCRD 3028942

  • DANIEL LAMBERT

    Managing Director and Chief Compliance OfficerCRD 4566605

  • MATTHEW MISKIN

    Co-Chief Investment StrategistCRD 5008522

Unlock 5 more executives

Contacts

3 of 272
  • ADRIANA DESTEFANIS

    Business Development ConsultantCRD 6497537

  • Simpson Berry

    Vice PresidentCRD 7306980

  • Jacqueline Gong

    Portfolio ManagerCRD 8197527

Unlock 269 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
200 Berkeley St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth