Charles
Rizzo

John Hancock Advisers, LLC

CRD#6198397
Investment Advisor
in Boston, MA

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About this Advisor

Charles Rizzo is a financial advisor who works out of Boston, Massachusetts, who has 10 years of financial industry experience. Rizzo is on the advisory team at John Hancock Advisers, LLC. During their career, Rizzo has held roles at John Hancock, Jp Morgan Chase Co, Putnam Investments, John Carroll University, John Hancock Funds, LLC and John Hancock Advisers, LLC. Rizzo holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in Massachusetts. John Hancock Advisers, LLC is a financial advisory business that has its headquarters in Boston, Massachusetts. It oversees $183 billion in assets under management among its 756 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm performs a few services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial advisory fees depend on which services the firm provides the client. Fees charged by John Hancock Advisers, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, 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

200 Berkeley St.
Boston, MA 02116-5022

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John Hancock Advisers, LLC Brokerage Details

Total Assets Under Management

$183,448,471,241

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

376

MA Average: 118
Total Number of Accounts

756

MA Average: 4,567
Average Account Size

$242,656,708

MA 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

Charles Rizzo Work History

Charles has 11 years of experience.

2018 - Present (2 years)

John Hancock Advisers, LLC

2016 - Present (4 years)

John Hancock

2013 - Present (7 years)

John Hancock Funds, LLC

2014 - 2016 (2 years)

John Hancock

2013 - 2014 (1 year)

John Hancock

2011 - 2012 (1 year)

Putnam Investments

2010 - 2011 (1 year)

John Carroll University

2009 - 2010 (1 year)

Jp Morgan Chase Co

Disclosures

Charles Rizzo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at John Hancock Investment Management, LLC

Isaac Sham
Boston, MA
Jonathan Hunter
Sacramento, CA
Jeffrey Giddings
Boston, MA
Matthew Miskin
Boston, MA
Jonathan Lawrance
Boston, MA
Mark Flinn
Boston, MA
Pablo Marapodi
Tempe, AZ
Andrew Galler
Boston, MA

This content was compiled from the SEC and FINRA.

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