Unclaimed Profile

Jeffrey Howard Nataupsky

MANULIFE INVESTMENT MANAGEMENT (US) LLC·BOSTON, Massachusetts

MANULIFE 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

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Jeffrey Howard Nataupsky 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# 6329134

Firm CRD# 106435

View on FINRA BrokerCheck →

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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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