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Richard Michael Lamonica

John Hancock Investment Management LLC

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About Richard Michael Lamonica

Richard Lamonica is a financial professional with over 20 years of experience in the financial services industry. Richard is currently registered with John Hancock Investment Management LLC. Before joining John Hancock Investment Management LLC, Richard has held positions at Lincoln Financial Distributors, Inc., John Hancock Distributors LLC, John Hancock Funds, LLC, and Signator Investors, Inc.. Richard holds Series 6, 7, and 63 licenses as well as the SIE and Series 65 exams.

Firm Information

Richard Lamonica 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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Richard Lamonica’s Registration & Firm History

MA

11/08/2018 - Present

John Hancock Investment Management LLC (BOSTON MA)

PA

05/16/2012 - 02/04/2013

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

MA

06/13/2011 - 12/02/2011

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

11/23/2009 - 11/30/2011

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

MA

08/31/2004 - 11/24/2009

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

04/03/2003 - 07/26/2004

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

MA

08/21/2000 - 10/23/2001

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 08/29/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2003

Series 7 - General Securities Representative Examination

BC

Issued 08/18/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Richard Michael Lamonica. Review regulatory record here.
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