Unclaimed Profile

Carolyn Marie Flanagan

MANULIFE INVESTMENT MANAGEMENT (US) LLC·BOSTON, Massachusetts

MANULIFE INVESTMENT MANAGEMENT (US) LLC

197 CLARENDON ST, BOSTON, MA 02116CRD# 5776650Firm CRD# 106435

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carolyn Marie Flanagan · BOSTON, MA

Registration

CRD #5776650 · MANULIFE INVESTMENT MANAGEMENT (US) LLC

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Carolyn Marie Flanagan is a registered financial advisor based in BOSTON, Massachusetts, affiliated with MANULIFE INVESTMENT MANAGEMENT (US) LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MANULIFE INVESTMENT MANAGEMENT (US) LLC

AUM

$188.8B

Regulatory assets under management

Employees

246

Total firm employees

View all advisors at MANULIFE INVESTMENT MANAGEMENT (US) LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5776650

Firm CRD# 106435

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carolyn Marie Flanagan offer?

Carolyn Marie Flanagan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Carolyn Marie Flanagan's credentials?

Carolyn Marie Flanagan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carolyn Marie Flanagan located?

Carolyn Marie Flanagan is based in BOSTON, Massachusetts, working with MANULIFE INVESTMENT MANAGEMENT (US) LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Carolyn Marie Flanagan charge for services?

Carolyn Marie Flanagan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MANULIFE INVESTMENT MANAGEMENT (US) LLC?

MANULIFE INVESTMENT MANAGEMENT (US) LLC has approximately 246 employees and manages $188.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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