Christopher
Siegel

John Hancock Investment Management LLC

CRD#5907761
Investment Advisor
in Tulsa, OK

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About this Advisor

Christopher Siegel is a financial advisor based in Tulsa, Oklahoma, with 5 years of relevant experience. Siegel is on the advisory team at John Hancock Investment Management LLC. During their career, Siegel has held roles at Fidelity Investments, John Hancock, John Hancock Funds LLC and John Hancock Advisers, LLC. Siegel holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to work in Massachusetts and Oklahoma. John Hancock Investment Management LLC is a financial advisory business operating out of Boston, MA. It handles $182 billion in total assets across its 22,073 accounts, placing it among the largest financial advisory firms in the United States by assets under management. John Hancock Investment Management LLC provides a few services, such as portfolio management for individuals and small businesses and portfolio management for investment companies. Financial advisory fee schedules usually vary depending on the type of financial services. Fee types charged by John Hancock Investment Management LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

Tulsa, OK

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John Hancock Investment Management LLC Brokerage Details

Total Assets Under Management

$181,758,139,852

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

394

OK Average: 118
Total Number of Accounts

22,073

OK Average: 4,567
Average Account Size

$8,234,410

OK Average: $3,506,186

Investment Advisory Services

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

Christopher Siegel Work History

Christopher has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

John Hancock Advisers, LLC

2013 - Present (11 years)

John Hancock

2013 - Present (11 years)

John Hancock Funds LLC

2012 - 2013 (1 year)

Fidelity Investments

*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 Christopher Siegel 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

Richard Lamonica
Boston, MA
Steven Millhouse
Boston, MA
Scott Brandies
Yardley, PA
Jonathan Davis
Boston, MA
Trevor Donnelly
Boston, MA
Randy Schatz
Boston, MA
Taylor Thomison
Boston, MA
Ryan Ulrich
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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