Casey Donovan, financial advisor Boston MA
93 score

Casey Donovan

CRD Number: 5536038
Current Firm: Manulife Asset Management (us) LLC

Casey Donovan (CRD# 5536038) is an Investment Advisor Representative working at Manulife Asset Management (us) LLC in Boston, MA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Jhfn Sii Boston, MA Jul 2012 - Current 4
John Hancock Distributors LLC Boston, MA Aug 2011 - Current 5
John Hancock Funds, LLC Boston, MA Jul 2011 - Current 5
Manulife Asset Management (us) LLC Boston, MA Jul 2011 - Current 5
John Hancock Boston, MA Jul 2011 - Current 5
Bts Securities Corporation Lexington, MA May 2011 - Jul 2011 < 1
Bts Asset Management Lexington, MA Aug 2010 - Jul 2011 < 1
Edward Jones St Louis, MO Jun 2009 - Aug 2010 1
Miami University Oxford, OH Aug 2005 - May 2009 3
Miami University Accounts Payable Oxford, OH Aug 2007 - May 2008 < 1
Miami University Accounts Payable Oxford, OH Oct 2006 - May 2007 < 1
American Healthcare Group Pittsburgh, PA May 2006 - Aug 2006 < 1
Richard Sullivan Swim Service Pittsburgh, PA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2009
Contact Info for Casey M. Donovan
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

Ready to hire a financial advisor? Get competitive proposals from Casey Donovan and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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