Adriana Destefanis, financial advisor Boston MA

Adriana Destefanis

CRD Number: 6497537
Current Firm: John Hancock Investment Management LLC

Adriana Destefanis (CRD# 6497537) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Boston, MA and has over 9 years of experience in the finance industry.

Similar Advisors
Peter Canniff, financial advisor Boston MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Jamie Upson, financial advisor Boston MA
Jamie A. Upson
CRD# 4046712
Stonehearth Capital Management
Similar Advisors
Nancy Aadalen, financial advisor Boston MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
John Hancock Advisers, LLC Boston, MA Nov 2018 - Current 5
John Hancock Stamford, CT Aug 2018 - Current 5
John Hancock Funds LLC Boston, MA May 2015 - Current 8
John Hancock Boston, MA May 2015 - Aug 2018 3
University Of New Hampshire Durham, NH Sep 2004 - May 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2015
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Adriana S. Destefanis
Phone Number: 617-663-3000
Registered State(s):
  • MA
  • NY
By the Numbers
  • Total Assets Under Management
    189,589
    MILLIONS
  • Total Number of Accounts
    28,802
    ACCOUNTS
  • Average Account Value
    $6,582,489
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.