Unclaimed
John Manley is a financial advisor registered with the state of Massachusetts. John is a Senior Vice President at Aristotle Capital Management, LLC, where John has been since September 2016. Prior to working at Aristotle Capital Management, LLC, John worked at IMST Distributors, LLC from October 2016 to October 2023 and William Blair from May 2014 to March 2016. John has a Series 63, Series 7, and SIE license and holds the Chartered Financial Analyst designation. John's specialties include financial planning, portfolio management, and investment advisory services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
07/17/2018 - Present
Aristotle Capital Management, LLC (BOSTON MA)
MA
10/13/2016 - 10/24/2023
IMST DISTRIBUTORS, LLC (Boston MA)
IL
06/16/2014 - 03/24/2016
WILLIAM BLAIR (CHICAGO IL)
MA
12/12/2001 - 02/15/2005
KOBREN INSIGHT BROKERAGE, INC (WELLESLEY MA)
BC
Issued 08/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Manley is the right advisor for you? Invested Better is here to help.