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Andrew Robert Chipman

John Hancock Investment Management LLC

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About Andrew Robert Chipman

Andrew Chipman is a financial advisor with John Hancock Investment Management LLC. Andrew has over 8 years of experience in the financial services industry. Andrew has a Series 7, Series 63 and Series 66 license and holds the SIE certification. Andrew's prior employment includes time at Vistia Capital, LLC, TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. Andrew is registered to provide financial advice in 22 states and is an active investment advisor representative.

Firm Information

Andrew Chipman is currently registered with John Hancock Investment Management LLC. John Hancock Investment Management LLC is a Boston, MA-based investment advisor with $189,588,843,467 in regulatory assets under management. They advise individuals, investment companies, and proprietary accounts in model portfolios, with a total of 28,802 accounts. They offer portfolio management services and participate in wrap fee programs.
John Hancock Investment Management LLC

200 BERKELEY ST.

BOSTON, MA 02116-5022

$189.59B

Assets Under Management

1

Total Clients

169

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Chipman’s Registration & Firm History

TN

03/10/2023 - Present

John Hancock Investment Management LLC (Mount Juliet TN)

TN

03/30/2022 - 03/06/2023

ALLIANCEBERNSTEIN INVESTMENTS, INC. (Nashville TN)

CO

09/10/2021 - 12/03/2021

VISTIA CAPITAL, LLC (CASTLE ROCK CO)

AZ

02/17/2016 - 02/14/2020

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (Tempe AZ)

IL

05/13/2013 - 01/06/2016

TD AMERITRADE, INC. (CHICAGO IL)

NH

10/29/2012 - 04/29/2013

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BOTH

Issued 06/24/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/06/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Robert Chipman.
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