William
Leary
John Hancock Investment Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
William Leary is a financial advisor operating out of Boston, Massachusetts with a total of 4 years of relevant experience. Leary is on the advisory team at John Hancock Investment Management LLC. During their career, Leary has held roles at Pruco Securities, Vaisey Irrigation, Inc, Christianson Landscaping, Barcellos & Kane, University Of Massachusetts Amherst, The Prudential Insurance Company Of America, Uber, John Hancock, John Hancock Funds, LLC and John Hancock Advisers, LLC. Leary holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts. John Hancock Investment Management LLC is a registered investment company operating out of Boston, MA. It handles $182 billion in assets under management across its 22,073 accounts, placing it among the biggest firms in the country by assets under management. The company offers a few services, including portfolio management for individuals and small businesses and portfolio management for investment companies. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fee types charged by John Hancock Investment Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
John Hancock Investment Management LLC Brokerage Details
$181,758,139,852
394
22,073
$8,234,410
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
William Leary Work History
William has been registered as a financial advisor for 4 years.*
John Hancock
John Hancock Funds, LLC
John Hancock Advisers, LLC
Uber
Pruco Securities
The Prudential Insurance Company Of America
Vaisey Irrigation, Inc
Barcellos & Kane
University Of Massachusetts Amherst
Christianson Landscaping
*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 William Leary 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
Mount Juliet, TN
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Yardley, PA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
