Geoffrey Williams, financial advisor Boston MA

Geoffrey Williams

CRD Number: 5481208
Current Firm: John Hancock Investment Management LLC

Geoffrey Williams (CRD# 5481208) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Boston, MA and has over 15 years of experience in the finance industry.

Similar Advisors
Peter Canniff, financial advisor Boston MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Marcus Miller, financial advisor Boston MA
Marcus P. Miller
CRD# 7339646
Origin Investment Advisory LLC
Similar Advisors
Jamie Upson, financial advisor Boston MA
Jamie A. Upson
CRD# 4046712
Stonehearth Capital Management
Company Name Location Dates Years
John Hancock Advisers, LLC Boston, MA Nov 2018 - Current 5
John Hancock Distributors LLC Boston, MA Jan 2018 - Current 6
John Hancock Funds Boston, MA Sep 2016 - Current 7
John Hancock Tempe, AZ Sep 2016 - Current 7
Voya Investment Management Scottsdale, AZ Jul 2015 - Sep 2016 1
Voya Investments Distributor, LLC Scottsdale, AZ Jul 2015 - Sep 2016 1
Voya Investment Management Company LLC Scottsdale, AZ Jul 2015 - Sep 2016 1
Voya Investments Distributor, LLC Windsor, CT May 2014 - Jun 2015 1
Voya Investment Management Scottsdale, AZ May 2014 - Jun 2015 1
Voya Investment Management Company, LLC New York, NY May 2014 - Jun 2015 1
Ing Investments Distributor, LLC Scottsdale, AZ Nov 2012 - May 2014 1
Ing Investment Management Scottsdale, AZ Nov 2012 - May 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Jan 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Geoffrey S. Williams
Phone Number: 617-663-3000
Registered State(s):
  • AZ
  • MA
By the Numbers
  • Total Assets Under Management
    181,758
    MILLIONS
  • Total Number of Accounts
    22,073
    ACCOUNTS
  • Average Account Value
    $8,234,410
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Geoffrey Williams and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.