John Manley (CRD# 4473689) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in Boston, MA and has over 9 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Financial Services, LLC | Boston, MA | Oct 2023 - Current | < 1 |
| Aristotle Capital Management, LLC | Boston, MA | Sep 2016 - Current | 7 |
| Imst Distributors, LLC | Boston, MA | Oct 2016 - Oct 2023 | 7 |
| Unemployed | Duxbury, MA | May 2016 - Aug 2016 | < 1 |
| William Blair & Company, LLC | Chicago, IL | May 2014 - Apr 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2014 |
- MA
-
Total Assets Under Management43,669MILLIONS
-
Total Number of Accounts5,998ACCOUNTS
-
Average Account Value$7,280,581
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, WA, WI, WY
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