MD
Marc C. Danile
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
WEST UNIVERSITY PLACE, TX
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CRD#: 2158276
MD
Professional summary
Marc Carlson Danile is a registered financial advisor currently at JOHN HANCOCK INVESTMENT MANAGEMENT LLC located in West University Place, Texas and JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC located in Greenland, New Hampshire.
Marc is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Marc has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1)PBC WETLANDS, LLC 9 GREENWAY PLAZA # 3199 HOUSTON, TX 77046 START DATED 11-15-2007 INVESTOR WITH NO ACTIVE DUTIES 2)NAME OF BUSINESS: JOHN HANCOCK ASSET MANAGEMENT ( JHAM ); BUSINESS IS INVESTMENT RELATED. ADDRESS: 101 HUNTINGTON AVENUE, BOSTON MA, 02199. NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISER THAT IS AN AFFILIATE OF (JHF OR JHD) UNDER COMMON CONTROL. RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE. START DATE: (PROVIDED BY JHAM). APPROXIMATE NUMBER OF HOUR/MONTH INVOLVED IN THIS BUSINESS: 10. APPROXIMATE NUMBER OF HOURS INVOLVED IN THIS BUSINESS DURING SECURITIES TRADING HOURS: 10. DUTIES: MARKETING AND OFFERING, ON A WHOLESALE BASIS, THE SEPARATE MANAGED ACCOUNT STRATEGIES OF JHAM 2.) a. OBA Name: Danile Legacy, LLC b. Investment-related?: No c. OBA Address: 2720 Tangley Rd. Houston, TX 77005 d. OBA Nature: Private Window Washing Company e. Position, Title, or Relationship with the OBA: Registered Agent f. OBA Start Date: 01/06/2025 g. Approximate number of hours/month devoted to the OBA: 0.08 h. Number of hours devoted to the OBA during securities trading hours: 0 i. Brief description duties related to the OBA: Acting as registered agent for his son Bennett's window washing and power washing business.
CRS (Client Relationship Summary) - RIA
Click below to view Marc Carlson Danile's 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®
NoneExperience
Current
November 8, 2018 - Present
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
RIA
CRD#: 105790
WEST UNIVERSITY PLACE, TX
Current
January 18, 2005 - Present
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
BD
CRD#: 28262
Greenland, NH
Past
February 2, 2005 - December 31, 2010
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
RIA
CRD#: 105790
BOSTON, MA
Past
February 2, 2005 - November 8, 2018
MANULIFE INVESTMENT MANAGEMENT (US) LLC
RIA
CRD#: 106435
Chicago, IL
Past
April 16, 2004 - January 3, 2005
UBS ASSET MANAGEMENT (US) INC.
RIA
CRD#: 583
NEW YORK, NY
Past
April 16, 2004 - January 3, 2005
UBS ASSET MANAGEMENT (US) INC.
BD
CRD#: 583
NEW YORK, NY
Past
November 3, 2003 - March 26, 2004
FEDERATED INVESTMENT COUNSELING
RIA
CRD#: 105325
PITTSBURGH, PA
Past
July 15, 1991 - March 26, 2004
FEDERATED SECURITIES CORP.
BD
CRD#: 5009
PITTSBURGH, PA
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 INVESTMENT MANAGEMENT LLC
JOHN HANCOCK ADVISERS, INC | JOHN HANCOCK INVESTMENT MANAGEMENT, LLC | JOHN HANCOCK INVESTMENT MANAGEMENT LLC | JOHN HANCOCK ADVISERS, LLC
CRD#: 105790 / SEC#: 801-8124
RIA
Registered Investment Advisory firm - (12/12/1971 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
Louisiana(10/16/2014)
IAR
Massachusetts(11/8/2018)
RR
Massachusetts(8/10/2020)
RR
Texas(1/18/2005)
IAR
Texas(11/8/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JH
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
JOHN HANCOCK ADVISERS, INC | JOHN HANCOCK INVESTMENT MANAGEMENT, LLC | JOHN HANCOCK INVESTMENT MANAGEMENT LLC | JOHN HANCOCK ADVISERS, LLC
CRD#: 105790 / SEC#: 801-8124
RIA
Registered Investment Advisory firm - (12/12/1971 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Berkeley St., Boston, MA 02116-5022
Mailing Address
Phone number
(617) 663-3000
Established
Firm type
Fiscal year end
# of Employees
363
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 35,239 |
| AUM (Assets Under Management) | $ 202,193,176,436 |
Red Flags
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Company Information
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
CRD#: 105790West University Place, TXTRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
