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Jeffrey Howard Nataupsky

MANULIFE INVESTMENT MANAGEMENT (US) LLC·BOSTON, Massachusetts
SIE, Series 27, Series 99TOClean recordMANULIFE INVESTMENT MANAGEMENT (US) LLC
197 CLARENDON ST, BOSTON, MA 02116CRD# 6329134Firm CRD# 106435

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Howard Nataupsky · BOSTON, MA
Registration
CRD #6329134 · MANULIFE INVESTMENT MANAGEMENT (US) LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
MANULIFE INVESTMENT MANAGEMENT (US) LLC
CRD 106435 · SEC 801-42023
AUM
$188.8B
Regulatory assets under management
Employees
246
3,809 client accounts
Services offered by MANULIFE INVESTMENT MANAGEMENT (US) LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at MANULIFE INVESTMENT MANAGEMENT (US) LLC →
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04

Frequently Asked Questions

What services does Jeffrey Howard Nataupsky offer?
Jeffrey Howard Nataupsky specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Jeffrey Howard Nataupsky's credentials?
Jeffrey Howard Nataupsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Howard Nataupsky located?
Jeffrey Howard Nataupsky 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 Jeffrey Howard Nataupsky charge for services?
Jeffrey Howard Nataupsky'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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Other Advisors at MANULIFE INVESTMENT MANAGEMENT (US) LLC

Paul Martin Donahue
BOSTON, MA
Andrew John Mcfetridge
BOSTON, MA
Todd Joseph Cassler
BOSTON, MA
Frank Joseph Saeli
BOSTON, MA
John Francis Snyder
BOSTON, MA

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Nearby cities in Massachusetts
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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