Daniel
Moyer

John Hancock Advisers, LLC

CRD#6010417
Investment Advisor
in Tempe, AZ

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About this Advisor

Daniel Moyer is an investment advisor who lives in Tempe, Arizona. Currently a registered financial advisor with John Hancock Advisers, LLC, they have accrued 10 years of professional experience as a registered investment advisor. Moyer has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Moyer is registered to act as a financial advisor in Arizona and Massachusetts. During their career, Moyer has held roles at Wells Fargo Advisors, LLC, Wells Fargo Advisors, Arion Care Solutions, Ubs Financial Services Inc, John Hancock, John Hancock Funds, LLC and John Hancock Advisers, LLC. John Hancock Advisers, LLC is headquartered in Tempe, Arizona. In aggregate, John Hancock Advisers, LLC oversees $183 billion in assets throughout 756 client accounts and employs more than 376 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 750 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the firm's 756 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. John Hancock Advisers, LLC offers portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

1230 West Washington Street
Tempe, AZ 85281

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John Hancock Advisers, LLC Brokerage Details

Total Assets Under Management

$183,448,471,241

AZ Average: $16,012,751,954
Total Number of Employees

376

AZ Average: 118
Total Number of Accounts

756

AZ Average: 4,567
Average Account Size

$242,656,708

AZ Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Daniel Moyer Work History

Daniel has 11 years of experience.

2018 - Present (2 years)

John Hancock

2018 - Present (2 years)

John Hancock Funds, LLC

2018 - Present (2 years)

John Hancock Advisers, LLC

2015 - 2018 (3 years)

Ubs Financial Services Inc

2013 - 2015 (2 years)

Wells Fargo Advisors, LLC

2011 - 2013 (2 years)

Wells Fargo Advisors

2009 - 2011 (2 years)

Arion Care Solutions

Disclosures

Daniel Moyer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at John Hancock Investment Management, LLC

Isaac Sham
Boston, MA
David Harris
Tempe, AZ
Brad Begin
Boston, MA
Ryan Ulrich
Boston, MA
Robert Labadini
Boston, MA
Daniel Moyer
Tempe, AZ
Andrew Chipman
Tempe, AZ
Anna Slater
Tempe, AZ

This content was compiled from the SEC and FINRA.

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