Paul
Citarell

John Hancock Investment Management LLC

CRD#1935890
Investment Advisor
in Falmouth, MA

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About this Advisor

Paul Citarell is a financial advisor based in Falmouth, Massachusetts, working with John Hancock Investment Management LLC. Paul has previously held positions at John Hancock Funds LLC, Manulife Asset Management (U.S.), LLC, John Hancock Asset Management, and John Hancock Advisers, LLC. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Paul is part of John Hancock Investment Management LLC, which operates out of Falmouth, Massachusetts. The firm has 403 employees and manages assets totaling $189.6 billion. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for investment companies. The fee structure at John Hancock Investment Management LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

Falmouth, MA

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John Hancock Investment Management LLC Brokerage Details

Total Assets Under Management

$189,588,843,467

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

403

MA Average: 118
Total Number of Accounts

28,802

MA Average: 4,567
Average Account Size

$6,582,489

MA Average: $3,506,186

Investment Advisory Services

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

Paul Citarell Work History

2018 - Present (6 years)

John Hancock Funds LLC

2018 - Present (6 years)

John Hancock Advisers, LLC

2009 - Present (15 years)

John Hancock Asset Management

2007 - Present (17 years)

Manulife Asset Management (U.S.), LLC

2007 - 2016 (9 years)

John Hancock Funds LLC

Disclosures

Please visit the SEC profile of Paul Citarell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at John Hancock Investment Management LLC

Jonathan Colan
Boston, MA
Sheila Fountain
Boston, MA
Charles Fry
Boston, MA
Andrew Chipman
Mount Juliet, TN
Samuel Hall
Boston, MA
Michael Green
Boston, MA
Tashjohn Hinkson
Tempe, AZ
Simpson Berry
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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