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Sean Thomas McDonald

John Hancock Investment Management LLC

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About Sean Thomas McDonald

Sean McDonald is an investment advisor representative with John Hancock Investment Management LLC. Sean is registered in 52 states and the District of Columbia. Sean has been in the securities industry for over 7 years. Previously, Sean was registered with John Hancock Distributors LLC and Putnam Retail Management Limited Partnership. Sean holds the Series 6, 7, and 63 licenses. Sean has a background in funeral services and has been an assistant to a funeral director since 2007.

Firm Information

Sean McDonald 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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Sean McDonald’s Registration & Firm History

MA

03/30/2021 - Present

John Hancock Investment Management LLC (BOSTON MA)

MA

09/01/2021 - 12/15/2023

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

03/04/2016 - 03/15/2021

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

IA

Issued 08/22/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/14/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2017

Series 7 - General Securities Representative Examination

BC

Issued 03/04/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Thomas McDonald.
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