Randy Schatz, financial advisor Boston MA

Randy Schatz

CRD Number: 5764246
Current Firm: John Hancock Investment Management LLC

Randy Schatz (CRD# 5764246) 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.

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Company Name Location Dates Years
John Hancock Funds, Inc. Boston, MA May 2019 - Current 3
John Hancock Tempe, AZ May 2019 - Current 3
Jpmorgan Chase Denver, CO Sep 2016 - May 2019 2
Jpmorgan Securities LLC Denver, CO Sep 2016 - May 2019 2
Casino Party Usa Arvada, CO Dec 2016 - Mar 2017 < 1
Unemployed Denver, CO Jul 2016 - Sep 2016 < 1
Trinet Denver, CO May 2015 - Jul 2016 1
Lewan And Associates Denver, CO Jun 2013 - Apr 2015 1
Unemployed Thornton, CO Jan 2013 - Jun 2013 < 1
American Family Insurance Boulder, CO Jan 2011 - Jan 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2017
S66 NASAA Uniform Combined State Law Examination Oct 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Randy A. Schatz
Phone Number: 617-572-4398
Registered State(s):
  • AZ
  • MA
By the Numbers
  • Total Assets Under Management
    225,499
    MILLIONS
  • Total Number of Accounts
    14,374
    ACCOUNTS
  • Average Account Value
    $15,687,978
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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