Maximilian Hart (CRD# 6844663) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Boston, MA and has over 6 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 |
| Manulife Asset Management | Boston, MA | Aug 2017 - Current | 6 |
| John Hancock | Tempe, AZ | Jun 2017 - Current | 6 |
| Brandeis University | Waltham, MA | Sep 2016 - May 2017 | < 1 |
| Morgan Stanley Wealth Management | Boston, MA | Aug 2016 - Dec 2016 | < 1 |
| Axial Benefits Group LLC | Burlington, MA | Jun 2016 - Aug 2016 | < 1 |
| Brandeis University | Waltham, MA | Oct 2012 - May 2016 | 3 |
| Tailored Innovations | Woburn, MA | Jun 2015 - Aug 2015 | < 1 |
| Unemployed | Oakdale, CT | Sep 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- AZ
- MA
- WA
-
Total Assets Under Management189,589MILLIONS
-
Total Number of Accounts28,802ACCOUNTS
-
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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