AM
Andrew J. Mcfetridge
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
Boston, MA 02116-5022
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CRD#: 2516238
AM
Professional summary
Andrew John Mcfetridge, CPWA® is a registered financial advisor currently at JOHN HANCOCK INVESTMENT MANAGEMENT LLC located in Boston, Massachusetts and JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC located in Boston, Massachusetts.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Andrew has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 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.
a.OBA Name: JOHN HANCOCK VARIABLE TRUST ADVISERS LLC b.Investment-related? Yes c.OBA Address: 197 Clarendon Street, Boston, MA 02116 d.OBA Nature: Investing e.Position, Title, or Relationship with the OBA: Officer/Director f.OBA Start Date: 10/01/2023 g.Approximate number of hours/month devoted to the OBA: 1 h.Number of hours devoted to the OBA during securities trading hours: 1 i.Brief description duties related to the OBA: This is a board of directors' position for John Hancock Investment Management/Manulife Investment Management The four boards are: 1. JOHN HANCOCK INVESTMENT MANAGEMEMENT DISTRIBUTORS LLC 2. JOHN HANCOCK INVESTMENT MANAGEMENT LLC 3. JOHN HANCOCK VARIABLE TRUST ADVISERS LLC 4. THE BERKELEY FINANCIAL GROUP, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Andrew John Mcfetridge'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®
CPWA®
Start date: 2019-09-23
Expire date: 2023-08-31
Experience
Current
November 8, 2018 - Present
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
Office #1: 200 Berkeley St., Boston, MA 02116-5022RIA
CRD#: 105790
Boston, MA
Current
November 2, 2010 - Present
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
Office #1: 197 Clarendon Street, Boston, MA 02116BD
CRD#: 28262
Boston, MA
Current
August 20, 2019 - Present
JOHN HANCOCK DISTRIBUTORS LLC
Office #1: 197 Clarendon Street, Boston, MA 02116BD
CRD#: 5249
Boston, MA
Past
October 5, 2015 - November 8, 2018
MANULIFE INVESTMENT MANAGEMENT (US) LLC
RIA
CRD#: 106435
BOSTON, MA
Past
August 30, 2012 - December 31, 2014
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
BOSTON, MA
Past
January 17, 2003 - December 31, 2012
JOHN HANCOCK DISTRIBUTORS LLC
BD
CRD#: 5249
BOSTON, MA
Past
June 15, 1999 - November 26, 2002
GLOBAL ATLANTIC DISTRIBUTORS, LLC
BD
CRD#: 8326
HARTFORD, CT
Past
August 5, 1994 - June 7, 1999
MANULIFE WOOD LOGAN, INC.
BD
CRD#: 19177
STAMFORD, CT
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
Alabama(11/2/2010)
RR
Alaska(11/2/2010)
RR
Arizona(11/2/2010)
RR
Arkansas(11/2/2010)
RR
California(11/2/2010)
RR
Colorado(11/2/2010)
RR
Connecticut(11/2/2010)
RR
Delaware(11/2/2010)
RR
District of Columbia(11/2/2010)
RR
Florida(11/2/2010)
RR
Georgia(11/2/2010)
RR
Hawaii(11/2/2010)
RR
Idaho(11/2/2010)
RR
Illinois(11/2/2010)
RR
Indiana(11/2/2010)
RR
Iowa(11/2/2010)
RR
Kansas(11/2/2010)
RR
Kentucky(11/2/2010)
RR
Louisiana(11/2/2010)
RR
Maine(11/2/2010)
RR
Maryland(11/2/2010)
RR
Massachusetts(11/22/2010)
IAR
Massachusetts(11/8/2018)
RR
Michigan(11/2/2010)
RR
Minnesota(11/2/2010)
RR
Mississippi(11/2/2010)
RR
Missouri(11/2/2010)
RR
Montana(11/2/2010)
RR
Nebraska(11/2/2010)
RR
Nevada(11/2/2010)
RR
New Hampshire(11/2/2010)
RR
New Jersey(11/2/2010)
RR
New Mexico(11/2/2010)
RR
New York(11/2/2010)
RR
North Carolina(11/2/2010)
RR
North Dakota(11/2/2010)
RR
Ohio(11/2/2010)
RR
Oklahoma(11/2/2010)
RR
Oregon(11/2/2010)
RR
Pennsylvania(11/2/2010)
RR
Puerto Rico(11/2/2010)
RR
Rhode Island(11/2/2010)
RR
South Carolina(11/2/2010)
RR
South Dakota(11/2/2010)
RR
Tennessee(11/2/2010)
RR
Texas(11/2/2010)
RR
Utah(11/2/2010)
RR
Vermont(11/2/2010)
RR
Virginia(11/2/2010)
RR
Washington(11/2/2010)
RR
West Virginia(11/2/2010)
RR
Wisconsin(11/2/2010)
RR
Wyoming(11/2/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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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#: 105790Boston, MA 02116-5022TRUST BUT VERIFY
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Contact information
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