Manulife Asset Management (us) LLC

Manulife Asset Management (us) LLC (CRD# 106435) is a financial advisory firm headquartered in Boston, MA. They manage $166,169,771,803 in 2,973 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    166,170
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CA, CO, DC, FL, IL, KY, MA, MD, MI, MN, MO, NC, ND, NH, NJ, NM, NY, OH, OK, PA, TX, VA

Financial Advisors at Manulife Asset Management (us) LLC
Showing 1 - 10 of 123 top financial advisors.
1
Gary J. Bieda
CRD#: 1043317
197 Clarendon St, Boston, MA 02116
96
Wealthminder
score

Gary Bieda (CRD# 1043317) is an Investment Advisor Representative working at Manulife Asset Management (us) LLC in Boston, MA and has over 34 years of experience in the finance industry. Gary Bieda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Pedro Huerta
CRD#: 4817111
197 Clarendon St, Boston, MA 02116
96
Wealthminder
score

Pedro Huerta (CRD# 4817111) is an Investment Advisor Representative working at Manulife Asset Management (us) LLC in Boston, MA and has over 12 years of experience in the finance industry. Pedro Huerta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Mark R. Lowbridge
CRD#: 4332930
North Port, FL
96
Wealthminder
score

Mark Lowbridge (CRD# 4332930) is an Investment Advisor Representative working at Manulife Asset Management (us) LLC in North Port, FL and has over 15 years of experience in the finance industry. Mark Lowbridge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
David N. Plotkin
CRD#: 1233663
197 Clarendon St, Boston, MA 02116
96
Wealthminder
score

David Plotkin (CRD# 1233663) is an Investment Advisor Representative working at Manulife Asset Management (us) LLC in Boston, MA and has over 20 years of experience in the finance industry.

5
Christine A. Pollock
CRD#: 4396893
Newtown, PA
96
Wealthminder
score

Christine Pollock (CRD# 4396893) is an Investment Advisor Representative working at Manulife Asset Management (us) LLC in Newtown, PA and has over 11 years of experience in the finance industry. Christine Pollock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Andrew J. Powers
CRD#: 1152856
601 Congress Street, Boston, MA 02210
96
Wealthminder
score

Andrew Powers (CRD# 1152856) is an Investment Advisor Representative working at Manulife Asset Management (us) LLC in Boston, MA and has over 31 years of experience in the finance industry.

7
Nino L. Balduzzi
CRD#: 4503671
197 Clarendon St, Boston, MA 02116
93
Wealthminder
score

Nino Balduzzi (CRD# 4503671) is an Investment Advisor Representative working at Manulife Asset Management (us) LLC in Boston, MA and has over 12 years of experience in the finance industry.

8
Brad R. Begin
CRD#: 4229451
601 Congress St., Boston, MA 02210
93
Wealthminder
score

Brad Begin (CRD# 4229451) 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.

9
Christopher M. Bertorelli
CRD#: 2386832
197 Clarendon St, Boston, MA 02116
93
Wealthminder
score

Christopher Bertorelli (CRD# 2386832) is an Investment Advisor Representative working at Manulife Asset Management (us) LLC in Boston, MA and has over 19 years of experience in the finance industry.

10
Patricia F. Blackwell
CRD#: 5474208
Fishers, IN
93
Wealthminder
score

Patricia Blackwell (CRD# 5474208) is an Investment Advisor Representative working at Manulife Asset Management (us) LLC in Fishers, IN and has over 8 years of experience in the finance industry.

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