Andrew Chipman, financial advisor Boston MA
90 score

Andrew Chipman

CRD Number: 6020565
Current Firm: Manulife Asset Management (us) LLC

Andrew Chipman (CRD# 6020565) is an Investment Advisor Representative working at Manulife Asset Management (us) LLC in Boston, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
John Hancock Boston, MA Feb 2016 - Current < 1
John Hancock Funds Boston, MA Feb 2016 - Current < 1
Tdameritrade, Inc. Chicago, IL Apr 2013 - Jan 2016 2
Fidelity Investments Merrimack, NH Aug 2012 - Apr 2013 < 1
Conway Farms Golf Club Lake Forest, IL May 2011 - Jun 2012 1
Morgan Stanley Smith Barney Lake Forest, IL Jan 2012 - May 2012 < 1
Lake Forest College Lake Forest, IL Aug 2010 - May 2011 < 1
Tavolinos Restaurant Foxborough, MA May 2010 - Aug 2010 < 1
Wellesley College Wellesley, MA May 2010 - Aug 2010 < 1
Lake Forest College Lake Forest, IL Aug 2009 - May 2010 < 1
Time Savers North Attleboro, MA May 2009 - Aug 2009 < 1
Lake Forest College Lake Forest, IL Aug 2008 - May 2009 < 1
King Philip High School Wrentham, MA Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Andrew R. Chipman
Phone Number: 617-375-1500
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    166,170
    MILLIONS
  • Total Number of Accounts
    2,973
    ACCOUNTS
  • Average Account Value
    $55,892,961
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, CA, CO, DC, FL, IL, KY, MA, MD, MI, MN, MO, NC, ND, NH, NJ, NM, NY, OH, OK, PA, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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