Gary Bieda, financial advisor Boston MA
96 score

Gary Bieda

CRD Number: 1043317
Current Firm: Manulife Asset Management (us) LLC

Gary Bieda (CRD# 1043317) is an Investment Advisor Representative working at Manulife Asset Management (us) LLC in Boston, MA and has over 34 years of experience in the finance industry. Gary Bieda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Christopher Grande, financial advisor Boston MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
Similar Advisors
Lawrence Foster, financial advisor Boston MA
Lawrence S. Foster
CRD# 3090482
Woodstock Corporation
Score
102
Similar Advisors
Patrick Cote, financial advisor Boston MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Score
103
Professional Designations
Company Name Location Dates Years
John Hancock Advisers, LLC Boston, MA Jan 2010 - Current 6
John Hancock Funds, LLC Boston, MA Jan 2010 - Current 6
Mfc Global Investment Management (u.s.), LLC Boston, MA Jan 2010 - Current 6
Robeco Investment Management Ny, NY Apr 2007 - Jan 2010 2
A I M Distributors, Inc. Houston, TX Jun 2001 - Mar 2007 5
Aim Private Asset Management, Inc. Houston, TX Jun 2001 - Mar 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1982
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for Gary J. Bieda
Phone Number: 617-375-1500
Registered State(s):
  • IL
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 Gary Bieda and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.