Walter
Small

John Hancock Advisers, LLC

CRD#2987722
Investment Advisor
in Boston, MA
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About this Advisor

Walter Small is a financial advisor operating in Boston, Massachusetts, who has been in the financial industry for 12 years. Small is currently employed by John Hancock Advisers, LLC. Over the course of their career, Small has held roles at Axa Distributors, LLC, Lincoln Financial Distributors, Inc, John Hancock Advisers, LLC, John Hancock and John Hancock Funds. Small holds Series 66 and Series 63 licenses, qualifying them as a securities representative, and is approved to work in Massachusetts. John Hancock Advisers, LLC is an advisory company that has its headquarters in Boston, Massachusetts. It controls $210 billion in total assets between its 167 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. John Hancock Advisers, LLC provides a set of services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by John Hancock Advisers, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

12 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

601 Congress Street
Boston, MA 02210-2805

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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

Walter Small Work History

Walter has 12 years of experience.

2018 - Present (1 year)

John Hancock Advisers, LLC

2017 - Present (2 years)

John Hancock

2017 - Present (2 years)

John Hancock Funds

2010 - 2016 (6 years)

Lincoln Financial Distributors, Inc

2006 - 2010 (4 years)

Axa Distributors, LLC

Disclosures

Walter Small has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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