Dillon Fitzpatrick (CRD# 7088953) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Boston, MA and has over 5 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock Investment Management Distributors LLC | Boston, MA | Sep 2021 - Current | 2 |
| John Hancock | Boston, MA | Sep 2021 - Current | 2 |
| Unemployed | Darien, CT | Jul 2020 - Aug 2021 | 1 |
| Intuitive Venture Partners | New York, NY | Apr 2019 - Jun 2020 | 1 |
| Unemployed | Darien, CT | Jun 2018 - Apr 2019 | < 1 |
| St Lawrence University | Canton, NY | Aug 2014 - May 2018 | 3 |
| Darien High School | Darien, CT | Sep 2010 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- MA
-
Total Assets Under Management189,589MILLIONS
-
Total Number of Accounts28,802ACCOUNTS
-
Average Account Value$6,582,489
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
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
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