Robert Joseph Hartigan
Investment adviser representative at John Hancock Personal Financial Services, LLC
19 yearsExperience
1 stateRegistered in
$2.2BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- John Hancock Investment Management Distributors LLCOct 2024 to now
- Manulife John Hancock Brokerage Services LLCJul 2024 to now
- John Hancock Personal Financial Services, LLCJan 2020 to now
- Personal Financial Services LLCJan 2020 to now
- John HancockApr 2007 to now
- John Hancock Distributors LLCApr 2007 to now
- Mfc Global Investment Management (U.S.), LLCDec 2010 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MA).
John Hancock Personal Financial Services, LLC
$2.2BAssets managed
35,589Clients
64Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2931786
- Firm CRD
- 174433