John Hancock Investment Management Distributors LLC

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
283
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 organized as a limited liability company and has been SEC-registered since 1991. The FINTRX snapshot identifies the owner type as a domestic entity/individual and classifies the firm as Unclassified. The record flags several operational attributes: it is not listed as a capital allocator, is not an active ESG investor, is not recorded as a multi-state adviser, and is not designated as a pension consultant or related adviser. FINTRX does not provide detailed entries for the firm’s specific business activities or advisory activities in this dataset.

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

    Margaret Coleman

    CEOCRD 3028942

  • Daniel Lambert

    Daniel Lambert

    Managing Director and Chief Compliance OfficerCRD 4566605

  • Matthew Miskin

    Matthew Miskin

    Co-Chief Investment StrategistCRD 5008522

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Contacts

3 of 275
  • Adriana Destefanis

    Adriana Destefanis

    Business Development ConsultantCRD 6497537

  • Simpson Berry

    Vice PresidentCRD 7306980

  • Jacqueline Gong

    Jacqueline Gong

    Portfolio ManagerCRD 8197527

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth