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Daniel J McAtamney

John Hancock Investment Management LLC

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About Daniel J McAtamney

Daniel McAtamney is a registered investment advisor with John Hancock Investment Management LLC. Daniel has been working in the financial services industry since 2019. Daniel has passed the Series 63, Series 65, Series 66 and Series 7TO exams. Daniel is registered with the state of Massachusetts and Arizona. John Hancock Investment Management LLC provides investment advisory services to individuals and investment companies. The firm has approximately $189.6 billion in regulatory assets under management.

Firm Information

Daniel McAtamney 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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Daniel McAtamney’s Registration & Firm History

MA

03/13/2024 - Present

John Hancock Investment Management LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 03/05/2024

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/23/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/19/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel J McAtamney.
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