AA
Alexa R. Alexander
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
Boston, MA 02116
Some features on this profile are disabled
CRD#: 6672547
AA
Professional summary
Alexa Raye Alexander, who also goes by Alexa Raye Burger, 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.
Alexa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Alexa has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alexa Raye Burger
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: Orangetheory Fitness e.Position, Title, or Relationship with the OBA: Front Desk Assistant b.Investment-related? No c.OBA Address: 383 Revolution Drive, Unit #1135, Somerville, MA 02145 d.OBA Nature: Employee at OrangeTheory Fitness that only does clerical related duties. f.OBA Start Date: 08/23/2021 g.Approximate number of hours/month devoted to the OBA: 40 h.Number of hours devoted to the OBA during securities trading hours: 0 i.Brief description duties related to the OBA: Assisting new/existing clients with getting memberships, scheduling, & general customer service duties.
CRS (Client Relationship Summary) - RIA
Click below to view Alexa Raye Alexander'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 13, 2019 - Present
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
Office #1: 197 Clarendon St, Boston, MA 02116RIA
CRD#: 105790
Boston, MA
Current
October 2, 2017 - Present
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
Office #1: 197 Clarendon Street, Boston, MA 02116BD
CRD#: 28262
Boston, MA
Past
July 25, 2016 - July 31, 2017
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
CHARLOTTE, NC
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(7/11/2022)
RR
Alaska(6/19/2025)
RR
Arizona(6/19/2025)
RR
Arkansas(6/19/2025)
RR
California(6/19/2025)
RR
Colorado(6/19/2025)
RR
Connecticut(6/19/2025)
RR
Delaware(7/11/2022)
RR
District of Columbia(7/11/2022)
RR
Florida(7/11/2022)
RR
Georgia(7/11/2022)
RR
Hawaii(6/19/2025)
RR
Idaho(6/19/2025)
RR
Illinois(6/19/2025)
RR
Indiana(6/19/2025)
RR
Iowa(6/19/2025)
RR
Kansas(6/19/2025)
RR
Kentucky(6/19/2025)
RR
Louisiana(7/11/2022)
RR
Maine(6/19/2025)
RR
Maryland(7/11/2022)
RR
Massachusetts(10/2/2017)
IAR
Massachusetts(11/13/2019)
RR
Michigan(6/19/2025)
RR
Minnesota(6/19/2025)
RR
Mississippi(7/11/2022)
RR
Missouri(6/19/2025)
RR
Montana(6/19/2025)
RR
Nebraska(6/19/2025)
RR
Nevada(6/19/2025)
RR
New Hampshire(6/19/2025)
RR
New Jersey(6/19/2025)
RR
New Mexico(6/19/2025)
RR
New York(6/19/2025)
RR
North Carolina(1/15/2020)
RR
North Dakota(6/19/2025)
RR
Ohio(6/20/2025)
RR
Oklahoma(6/19/2025)
RR
Oregon(6/19/2025)
RR
Pennsylvania(6/19/2025)
RR
Rhode Island(6/19/2025)
RR
South Carolina(8/12/2020)
RR
South Dakota(6/19/2025)
RR
Tennessee(6/19/2025)
RR
Texas(6/19/2025)
RR
Utah(6/19/2025)
RR
Vermont(6/19/2025)
RR
Virginia(1/15/2020)
RR
Washington(6/19/2025)
RR
West Virginia(6/19/2025)
RR
Wisconsin(6/19/2025)
RR
Wyoming(6/19/2025)
Exams
State Security Law Exam
State Security Law 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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 INVESTMENT MANAGEMENT LLC
CRD#: 105790Boston, MA 02116TRUST BUT VERIFY
Monitor Alexa Alexander
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
