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Massimo G. Boncaldo

MANULIFE JOHN HANCOCK BROKERAGE SERVICES
Boston, MA 02116
Some features on this profile are disabled
CRD#: 7622699
MB

Professional summary

Massimo G Boncaldo is a registered financial professional currently at MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC located in Boston, Massachusetts.

Massimo is registered as a RR (Registered Representative) and started their career in finance in 2026. Massimo has worked at 1 firm and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Massimo G Boncaldo's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 26, 2026 - Present

MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC

Office #1: 200 Berkeley Street, Boston, MA 02116
BD
CRD#: 150842
Boston, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 3/25/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/25/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MJ
MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC
MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC | MELIO SECURITIES COMPANY, LLC

CRD#: 150842 / SEC#: , 8-68303

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
PREMIUM
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Contact information

Main Address
200 Berkeley Street, Boston, MA 02116
Mailing Address
200 Berkeley Street, Boston, MA 02116
Phone number
(888) 695-4472
Established
Illinois since 04/10/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
JOHN HANCOCK SUBSIDIARIES LLCHOLDING COMPANY (100% DIRECT OWNER)
BOGLE, JAMES WILLIAMPRINCIPAL FINANCIAL OFFICER AND FINANCIAL AND OPERATIONS PRINCIPAL7344902
COMER, DOUGLAS J MRCHAIRMAN, PRESIDENT & CEO4887129
DICKINSON, PAUL WILLIAMCHIEF COMPLIANCE OFFICER2234977

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

MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC

CRD#: 150842Boston, MA 02116

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