Nicholas A Stathos
Investment adviser representative at John Hancock Personal Financial Services, LLC
14 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
14 years in the industry.
- Manulife John Hancock Brokerage ServicesJun 2024 to now
- John Hancock Personal Financial Services, LLCApr 2024 to now
- John HancockJun 2023 to now
- John Hancock Investment Management Distributors LLCAug 2023 to Jun 2024
- UnemployedAug 2022 to May 2023
- Bates CollegeSep 2018 to Jun 2022
- The Rivers SchoolSep 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7797218
- Firm CRD
- 174433