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John Hancock Personal Financial Services, LLC

● SEC registered since 2015CRD 174433SEC# 801-80927Boston, MA
Export (members)
Reg. AUM
$1.98B
Employees
163
Accounts
32,545
Location
Boston, MA

John Hancock Personal Financial Services, LLC assets under management

John Hancock Personal Financial Services, LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2015. It reports $2 billion in regulatory assets under management and employs 163 people.

John Hancock Personal Financial Services, LLC owners & executives

12 reported
NameTitleOwnershipSince
Betsy Anne Seel ControlCounsel, SecretaryUnder 5%2014
Douglas J Comer ControlPresident / DirectorUnder 5%2025
Gregory Daniel Brogan ControlChief Operations OfficerUnder 5%2023
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Frequently asked questions

How much does John Hancock Personal Financial Services, LLC manage?

John Hancock Personal Financial Services, LLC reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does John Hancock Personal Financial Services, LLC have?

John Hancock Personal Financial Services, LLC reports 163 employees.

Where is John Hancock Personal Financial Services, LLC located?

John Hancock Personal Financial Services, LLC is based in Boston, MA and has been SEC-registered since 2015.

Does John Hancock Personal Financial Services, LLC disclose fund performance?

John Hancock Personal Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Berkeley Street, Boston, MA 02116
Phone617-572-0109
Office hours8:30 a.m. Until 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1725946
Discloses disciplinary historyYes

Assets under management

Discretionary$1.98B
Non-discretionary$0
Total (RAUM)$1.98B