Todd Cassler, financial advisor Boston MA
93 score

Todd Cassler

CRD Number: 3116784
Current Firm: Manulife Asset Management (us) LLC

Todd Cassler (CRD# 3116784) is an Investment Advisor Representative working at Manulife Asset Management (us) LLC in Boston, MA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
John Hancock Advisers Boston, MA Feb 2007 - Current 9
Mfc Global Investment Management Boston, MA Feb 2007 - Current 9
John Hancock Funds LLC Boston, MA Sep 2006 - Current 10
Unemployed Foxboro, MA Mar 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Todd J. Cassler
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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