Emma Smith (CRD# 6913209) 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# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock | Tempe, AZ | Sep 2021 - Current | 2 |
| John Hancock Investment Management Distributors LLC | Boston, MA | Sep 2021 - Current | 2 |
| Bank Of America, N.a. | Dallas, TX | May 2020 - Sep 2021 | 1 |
| Merrill Lynch, Pierce & Smith Incorporated | Dallas, TX | Apr 2020 - Sep 2021 | 1 |
| Morgan Stanley Private Bank, N.a | New York, NY | Aug 2019 - Apr 2020 | < 1 |
| Morgan Stanley | Plano, TX | Jul 2019 - Apr 2020 | < 1 |
| Morgan Stanley Private Bank, N.a | New York, NY | Jul 2019 - Apr 2020 | < 1 |
| Charles Schwab & Company, Inc. | Fort Worth, TX | Feb 2018 - Jun 2019 | 1 |
| Commodity Partners LLC | Urbana, OH | Jan 2007 - Jan 2018 | 11 |
| Velocity Bookkeeping | West Lafayette, IN | Feb 2017 - Dec 2017 | < 1 |
| Erin Patton State Farm | Urbana, OH | May 2014 - Dec 2017 | 3 |
| Brugler Marketing & Management LLC | Omaha, NE | May 2017 - Aug 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- AZ
- GA
- 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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