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H Gregory Barrett

JOHN HANCOCK DISTRIBUTORS
BOSTON, MA
·CRD# 2728192·30 years experience

Professional Summary

H Gregory Barrett, who also goes by Greg Barrett, Gregory Barrett, is a registered financial advisor currently at JOHN HANCOCK DISTRIBUTORS LLC located in Boston, Massachusetts. H is registered as a RR (Registered Representative) and started their career in finance in 1996. H has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Greg Barrett, Gregory Barrett

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

JOHN HANCOCK DISTRIBUTORS LLC·CRD# 5249
BD
200 Berkeley Street, Boston, MA 02116
March 13, 2012 - Present
SUN LIFE FINANCIAL DISTRIBUTORS, INC.·CRD# 5496
BD
Boston, MA
February 10, 2010 - December 31, 2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC.·CRD# 5496
BD
Boston, MA
July 25, 2005 - December 1, 2009
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.·CRD# 487
BD
Charlotte, NC
September 16, 2004 - July 11, 2005
BOFA DISTRIBUTORS, INC.·CRD# 30683
BD
Boston, MA
October 11, 1999 - June 23, 2004
KEYPORT FINANCIAL SERVICES CORP.·CRD# 8127
BD
Wellesley Hills, MA
March 21, 1999 - October 8, 1999
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP·CRD# 7325
BD
Boston, MA
June 17, 1996 - March 23, 1999

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Current Firm

JH
JOHN HANCOCK DISTRIBUTORS LLC

JOHN HANCOCK DISTRIBUTORS LLC | MANULIFE FINANCIAL SECURITIES LLC | MANEQUITY, INC.

CRD#: 5249 / SEC#: 8-15826
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

200 Berkeley Street, Boston, MA 02116

Mailing Address

200 Berkeley Street, Boston, MA 02116

Phone Number

(617) 663-3021

Established

Delaware since 08/01/2001

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)OWNER—
BOGLE, JAMES WILLIAMPRINCIPAL FINANCIAL OFFICER AND FINANCIAL AND OPERATIONS PRINCIPAL7344902
COLLIER, JACLYN ELIZABETHDIRECTOR4510882
HARTIGAN, ROBERT JOSEPHCHIEF COMPLIANCE OFFICER2931786
LANNIGAN, TRACY KANEVICE PRESIDENT & CORPORATE SECRETARY6944688
SILVA, ANTHONY ALEXDIRECTOR7755954
WILHELM, BRYAN GARYDIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER5611196

Disclosures

Regulatory Event

3

Arbitration

3

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Georgia
(10/27/2025)
RR
Illinois
(4/21/2016)
RR
Indiana
(4/21/2016)
RR
Iowa
(4/21/2016)
RR
Massachusetts
(3/13/2012)
RR
Michigan
(10/29/2020)
RR
Minnesota
(4/21/2016)
RR
Missouri
(4/21/2016)
RR
Nebraska
(4/21/2016)
RR
North Dakota
(4/21/2016)
RR
South Dakota
(4/21/2016)
RR
Wisconsin
(4/21/2016)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1999About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2012About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1996About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view H Gregory Barrett's CRS (Customer Relationship Summary).

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