Richard White, financial advisor Boston MA
93 score

Richard White

CRD Number: 2014207
Current Firm: Manulife Asset Management (us) LLC

Richard White (CRD# 2014207) is an Investment Advisor Representative working at Manulife Asset Management (us) LLC in Boston, MA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
John Hancock Funds, LLC Boston, MA Feb 2013 - Current 3
Manulife Asset Management (us) LLC Boston, MA Feb 2013 - Current 3
Self Employed Excelsior, MN Apr 2011 - Feb 2013 1
Octavus Excelsior, MN Sep 2009 - Apr 2011 1
Self Employed Excelsior, MN Mar 2009 - Sep 2009 < 1
Mfc Global Investment Management (u.s.), LLC Boston, MA Feb 2008 - Mar 2009 1
John Hancock Advisors, LLC Boston, MA Oct 2007 - Mar 2009 1
John Hancock Funds, LLC Boston, MA Dec 2006 - Mar 2009 2
American Express Financial Advisors Inc. Minneapolis, MN Feb 2004 - Dec 2006 2
Ids Life Insurance Company Minneapolis, MN Feb 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Richard S. White
Phone Number: 617-375-1500
Registered State(s):
  • MA
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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