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MD

Matthew C. Deno

JOHN HANCOCK PERSONAL FINANCIAL SERVICES
SOUTHLAKE, TX
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CRD#: 1941527
MD

Professional summary


Matthew Carson Deno, who also goes by Matt Deno, is a registered financial advisor currently at JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC located in Southlake, Texas and JOHN HANCOCK DISTRIBUTORS LLC located in Boston, Massachusetts.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Matthew has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Matt Deno

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Matthew Carson Deno's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 24, 2020 - Present

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

RIA
CRD#: 174433
SOUTHLAKE, TX
Current

September 10, 2003 - Present

JOHN HANCOCK DISTRIBUTORS LLC

Office #1: 200 Berkeley Street, Boston, MA 02116
BD
CRD#: 5249
Boston, MA
Past

December 12, 2012 - April 13, 2020

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA
CRD#: 106435
SOUTHLAKE, TX
Past

December 22, 2008 - December 31, 2010

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA
CRD#: 105790
SOUTHLAKE, TX
Past

September 11, 2003 - December 31, 2006

JOHN HANCOCK DISTRIBUTORS LLC

RIA
CRD#: 5249
SOUTHLAKE, TX
Past

October 2, 2000 - April 12, 2002

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
SHELTON, CT
Past

June 8, 1999 - September 5, 2000

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

September 9, 1997 - April 30, 1999

IVY DISTRIBUTORS, INC.

BD
CRD#: 16496
OVERLAND PARK, KS
Past

October 26, 1995 - May 9, 1997

STATE STREET RESEARCH INVESTMENT SERVICES, INC.

BD
CRD#: 17580
BOSTON, MA
Past

June 25, 1991 - October 4, 1995

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL
Past

June 18, 1989 - July 15, 1989

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
Past

June 5, 1989 - June 18, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JH
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

CRD#: 174433 / SEC#: 801-80927

RIA
Registered Investment Advisory firm - (2/13/2015 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(6/25/2025)
RR
California
(9/13/2024)
RR
Florida
(6/25/2025)
RR
Georgia
(7/18/2025)
RR
Kentucky
(6/25/2025)
RR
Louisiana
(6/25/2025)
IAR
Massachusetts
(3/4/2020)
RR
Massachusetts
(10/14/2020)
RR
Mississippi
(9/11/2024)
RR
Missouri
(6/25/2025)
RR
New Mexico
(6/25/2025)
RR
New York
(11/15/2022)
RR
North Carolina
(6/25/2025)
RR
Ohio
(6/26/2025)
RR
Oklahoma
(5/18/2016)
RR
Texas
(9/15/2003)
IAR
Texas
(1/24/2020)
RR
Virginia
(6/25/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/24/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


JH
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

CRD#: 174433 / SEC#: 801-80927

RIA
Registered Investment Advisory firm - (2/13/2015 Approved)
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Contact information


Main Address
200 Berkeley Street, Boston, MA 02116
Mailing Address
Phone number
(617) 572-0109
Established
Firm type
Fiscal year end
# of Employees
163

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JOHN HANCOCK PERSONALIZED RETIREMENT ADVICE (3/28/2025)

Regulatory assets under management


Total Number of Accounts32,545
AUM (Assets Under Management)$ 1,975,740,842

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
01/21/2025
Cover Page
04/22/2024
01/25/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

CRD#: 174433Southlake, TX

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Contact information


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