Robert
Hartigan

John Hancock Personal Financial Services, LLC

CRD#2931786
Investment Advisor
in Boston, MA

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About this Advisor

Robert Hartigan is a financial advisor who works out of Boston, Massachusetts who has 3 years of relevant experience. Hartigan is currently employed by John Hancock Personal Financial Services, LLC. Throughout their career, Hartigan has worked at John Hancock, John Hancock Distributors LLC, John Hancock Funds, LLC, Mfc Global Investment Management (U.S.), LLC and Personal Financial Services LLC. Hartigan holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to operate in Massachusetts. John Hancock Personal Financial Services, LLC is a registered investment firm based in Boston, MA. It handles $2 billion in assets between its 26,018 accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 26,018 accounts, just 1% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually vary depending on which services are offered. Fee types charged by John Hancock Personal Financial Services, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 Berkeley Street
Boston, MA 02116

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John Hancock Personal Financial Services, LLC Brokerage Details

Total Assets Under Management

$1,820,193,718

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

166

MA Average: 118
Total Number of Accounts

26,018

MA Average: 4,567
Average Account Size

$69,959

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Robert Hartigan Work History

Robert has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Personal Financial Services LLC

2007 - Present (17 years)

John Hancock

2007 - Present (17 years)

John Hancock Distributors LLC

2007 - Present (17 years)

John Hancock Funds, LLC

2010 - 2020 (10 years)

Mfc Global Investment Management (U.S.), LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Hartigan 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 Personal Financial Services, LLC

Stephen Campagnone
Boston, MA
Christine Pollock
Newtown, PA
Patricia Blackwell
Boston, MA
Steven Benzing
Boston, MA
Alberto Munoz
Miami, FL
Joel Berry
Boston, MA
Stephen Luna
Boston, MA
Yolanda Degrange
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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