Andrew ChipmanCRD 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.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|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|
Total Assets Under Management166,170MILLIONS
Total Number of Accounts2,973ACCOUNTS
Average Account Value$55,892,961
- A percentage of assets under your management
- Performance-based fees
- 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)
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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