Steven Millhouse, financial advisor Boston MA
90 score

Steven Millhouse

CRD Number: 6089643
Current Firm: Manulife Asset Management (us) LLC

Steven Millhouse (CRD# 6089643) is an Investment Advisor Representative working at Manulife Asset Management (us) LLC in Boston, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
John Hancock Boston, MA Aug 2015 - Current 1
John Hancock Funds LLC Boston, MA Aug 2015 - Current 1
Pnc Investments Pittsburgh, PA Feb 2013 - Aug 2015 2
Merrill Lynch, Pierce, Fenner And Smith Incorporated Cranberry Twp., PA Jun 2012 - Dec 2012 < 1
Bank Of America N.a. Cranberry Township, PA Jun 2012 - Dec 2012 < 1
Unemployed Pittsburgh, PA May 2011 - May 2012 1
University Of Michigan Ann Arbor, MI Sep 2007 - May 2011 3
Mt. Lebanon High School Pittsburgh, PA Sep 2003 - Aug 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Steven R. Millhouse
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
90
Clean Record
This advisor has a clean track record with regulators.

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