Unclaimed Profile

Gregory Daniel Brogan

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC·BOSTON, Massachusetts

SIE, Series 6, Series 7TO, Series 24, Series 63, Series 65Clean record8 years registeredJOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

200 BERKELEY STREET, BOSTON, MA 02116CRD# 6694296Firm CRD# 174433

Profile Verification

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

Identity

Gregory Daniel Brogan · BOSTON, MA

Registration

CRD #6694296 · JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC · 8 years registered

Brand Profile

Not yet started

Career History

SANTANDER SECURITIES

Mar 2026 – present

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

Jun 2018 – Mar 2026

BOSTON, MA

SIGNATOR INVESTORS, INC.

Dec 2017 – Nov 2018

SOUTH BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · December 5, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

CRD 174433 · SEC 801-80927

AUM

$1.9B

Regulatory assets under management

Employees

149

27,727 client accounts

Services offered by JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Daniel Brogan offer?

Gregory Daniel Brogan specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Gregory Daniel Brogan's credentials?

Gregory Daniel Brogan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Daniel Brogan located?

Gregory Daniel Brogan is based in BOSTON, Massachusetts, working with JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Gregory Daniel Brogan charge for services?

Gregory Daniel Brogan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC?

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC has approximately 149 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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