Trevor Donnelly (CRD# 6161924) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Westwood, MA and has over 10 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock Advisers, LLC | Boston, MA | Nov 2018 - Current | 5 |
| John Hancock Funds | Boston, MA | Jan 2016 - Current | 8 |
| John Hancock | Boston, MA | Jan 2016 - Current | 8 |
| Nylife Securities LLC | Waltham, MA | Mar 2013 - Jan 2016 | 2 |
| New York Life Insurance Company | Waltham, MA | Feb 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
| S63 | Uniform Securities State Law Examination | Oct 2013 |
- MA
-
Total Assets Under Management189,589MILLIONS
-
Total Number of Accounts28,802ACCOUNTS
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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
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