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Mary Cunningham Short

John Hancock Investment Management LLC

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About Mary Cunningham Short

Mary Cunningham Short is a financial advisor who has been in the industry since 2015. She is currently registered with John Hancock Investment Management LLC and John Hancock Distributors LLC. Mary holds both Series 63 and Series 65 licenses. She is also a Certified Financial Planner (CFP). Mary has experience working with individuals and investment companies and is an ESG Advisory Council Member for CFA Society Los Angeles.

Firm Information

Mary Short 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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Mary Short’s Registration & Firm History

CA

08/18/2020 - Present

John Hancock Investment Management LLC (Los Angeles CA)

MA

09/29/2020 - 06/27/2024

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 11/09/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/11/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/2020

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Cunningham Short.
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