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RS

Ryan A Strack

JOHN HANCOCK PERSONAL FINANCIAL SERVICES
BOSTON, MA
·CRD# 6269358·13 years experience

Professional Summary

Ryan A Strack is a registered financial advisor currently at JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC located in Boston, Massachusetts and MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC located in Boston, Massachusetts. Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Ryan has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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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

13 years in the financial services industry

Current & Past Employments

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC·CRD# 174433
RIA
200 Berkeley Street, Boston, MA 02116
October 4, 2016 - Present
MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC·CRD# 150842
BD
200 Berkeley Street, Boston, MA 02116
July 1, 2024 - Present
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC·CRD# 28262
BD
Boston, MA
November 15, 2013 - July 2, 2024

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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 - SEC (2/13/2015 Approved)

Contact Information

Main Address

200 Berkeley Street, Boston, MA 02116

Phone Number

(617) 572-0109

# of Employees

149

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JOHN HANCOCK PERSONALIZED RETIREMENT ADVICE (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

35,589

AUM (Assets Under Management)

$2,198,064,234

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/22/2026Cover PageReport
01/21/2025Cover PageReport
04/22/2024Cover PageReport

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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.

1.OBA Name: JHRPS Education Retirement Consultant 2.Is the OBA investment-related: No 3.OBA Address: 200 Berkeley Street, Boston, MA 02116 4.Nature of the OBA: Retirement Plan Services Education 5.Your Position, Title, or Relationship with the OBA: Retirement Consultant 6.Your Start Date with the OBA: December 19, 2025 7.Approximate number of hours per month you devote to the OBA: 75 8.Number of hours you devote to the OBA during securities trading hours: 3 9.Brief description your duties related to the OBA: The representative, acting on behalf of our affiliate, John Hancock Retirement Plan Services, LLC ("JHRPS"), provides educational information to participants in qualified retirement plans administered by JHRPS who are eligible to take a distribution from their plan (due to termination, retirement or other events). This education covers options available to the participant under the terms of their plan, including keeping the assets in the plan, rolling their assets to a new employer's plan (if applicable), taking a cash distribution, or rolling their asset to an IRA. 10.How are you compensated: Salary and bonus

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(7/2/2024)
RR
Alaska
(7/2/2024)
RR
Arizona
(7/2/2024)
RR
Arkansas
(7/2/2024)
RR
California
(7/2/2024)
RR
Colorado
(7/2/2024)
RR
Connecticut
(7/2/2024)
RR
Delaware
(7/2/2024)
RR
District of Columbia
(7/2/2024)
RR
Florida
(7/2/2024)
RR
Georgia
(7/2/2024)
RR
Hawaii
(7/2/2024)
RR
Idaho
(7/2/2024)
RR
Illinois
(7/2/2024)
RR
Indiana
(7/2/2024)
RR
Iowa
(7/2/2024)
RR
Kansas
(7/2/2024)
RR
Kentucky
(7/2/2024)
RR
Louisiana
(7/2/2024)
RR
Maine
(7/2/2024)
RR
Maryland
(7/2/2024)
IAR
Massachusetts
(10/4/2016)
RR
Massachusetts
(7/2/2024)
RR
Michigan
(7/2/2024)
RR
Minnesota
(7/2/2024)
RR
Mississippi
(7/2/2024)
RR
Missouri
(7/2/2024)
RR
Montana
(7/2/2024)
RR
Nebraska
(7/2/2024)
RR
Nevada
(7/2/2024)
RR
New Hampshire
(7/2/2024)
RR
New Jersey
(7/2/2024)
RR
New Mexico
(7/2/2024)
RR
New York
(7/2/2024)
RR
North Carolina
(7/2/2024)
RR
North Dakota
(7/2/2024)
RR
Ohio
(7/2/2024)
RR
Oklahoma
(7/2/2024)
RR
Oregon
(7/2/2024)
RR
Pennsylvania
(7/2/2024)
RR
Rhode Island
(7/2/2024)
RR
South Carolina
(7/2/2024)
RR
South Dakota
(7/2/2024)
RR
Tennessee
(7/2/2024)
RR
Texas
(7/2/2024)
RR
Utah
(7/2/2024)
RR
Vermont
(7/2/2024)
RR
Virginia
(7/2/2024)
RR
Washington
(7/2/2024)
RR
West Virginia
(7/2/2024)
RR
Wisconsin
(7/2/2024)
RR
Wyoming
(7/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2016About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2013About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 2013About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Mar 2020About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Ryan A Strack's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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