Unclaimed Profile

Todd Joseph Cassler

MANULIFE INVESTMENT MANAGEMENT (US) LLC·BOSTON, Massachusetts

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record19 years registeredMANULIFE INVESTMENT MANAGEMENT (US) LLC

197 CLARENDON ST, BOSTON, MA 02116CRD# 3116784Firm CRD# 106435

Profile Verification

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

Identity

Todd Joseph Cassler · BOSTON, MA

Registration

CRD #3116784 · MANULIFE INVESTMENT MANAGEMENT (US) LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MANULIFE INVESTMENT MANAGEMENT (US) LLC

CERITY PARTNERS LLC

Sep 2024 – Nov 2025

BOSTON, MA

MARINER WEALTH ADVISORS

Feb 2023 – Dec 2023

Dedham, MA

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

Nov 2018 – Oct 2022

FRANKLIN, MA

MANULIFE ASSET MANAGEMENT (US) LLC

Feb 2007 – Nov 2018

BOSTON, MA

JOHN HANCOCK ADVISERS, LLC

Feb 2007 – Dec 2010

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 13, 2007

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

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 →

Introduction

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Frequently Asked Questions

What services does Todd Joseph Cassler offer?

Todd Joseph Cassler specializes in Investment Management, Retirement Planning, Wealth Management.

What are Todd Joseph Cassler's credentials?

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

Where is Todd Joseph Cassler located?

Todd Joseph Cassler is based in BOSTON, Massachusetts, last registered with MANULIFE INVESTMENT MANAGEMENT (US) LLC.

How does Todd Joseph Cassler charge for services?

Todd Joseph Cassler'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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