Unclaimed Profile

Robert Joseph Hartigan

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC·BOSTON, Massachusetts

SIE, Series 6, Series 7, Series 24, Series 63, Series 66Clean record19 years registeredJOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

200 BERKELEY STREET, BOSTON, MA 02116CRD# 2931786Firm CRD# 174433

Profile Verification

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

Identity

Robert Joseph Hartigan · BOSTON, MA

Registration

CRD #2931786 · JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC · 19 years registered

Brand Profile

Not yet started

Career History

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

Oct 2024 – present

MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC

Jul 2024 – present

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

Jan 2020 – present

JOHN HANCOCK DISTRIBUTORS LLC

Apr 2007 – present

MANULIFE INVESTMENT MANAGEMENT (US) LLC

Dec 2010 – Apr 2020

BOSTON, MA

JOHN HANCOCK ADVISERS, LLC

Nov 2008 – Dec 2010

BOSTON, MA

SIGNATOR INVESTORS, INC.

Oct 2006 – Jun 2007

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · October 23, 2006

Years registered · 19

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 Robert Joseph Hartigan offer?

Robert Joseph Hartigan specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Robert Joseph Hartigan's credentials?

Robert Joseph Hartigan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Joseph Hartigan located?

Robert Joseph Hartigan 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 Robert Joseph Hartigan charge for services?

Robert Joseph Hartigan'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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