Marc Danile (CRD# 2158276) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Boston, MA and has over 32 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 Advisers, LLC | Boston, MA | Nov 2018 - Current | 5 |
| John Hancock Funds, LLC | Boston, MA | Jan 2005 - Current | 19 |
| John Hancock Advisors | Boston, MA | Jan 2005 - Current | 19 |
| Sovereign Asset Management Corporation | Boston, MA | Jan 2005 - Current | 19 |
| Ubs Global Asset Management (us) Inc. | New York, NY | Mar 2004 - Current | 20 |
| Federated Investment Counseling | Pittsburgh, PA | Oct 2003 - Current | 20 |
| Federated Securities Corp. | Pittsburgh, PA | Jun 1991 - Current | 32 |
| Federated Investors, Inc. | Pittsburgh, PA | Jun 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2003 |
- MA
- TX
-
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
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 derived from SEC.gov data covering 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.
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.