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Charles Fry

35 Years of Experience
Boston, MA
Broker

Charles Fry is a registered investment advisor at John Hancock Investment Management LLC, based in Boston, MA, with 35 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35,239 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
173 advisors
IM Fee
Planning only
Assets Under Management
$202.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

200 Berkeley St., Boston, MA, 02116-5022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Charles is the president of James Taft Inc., a corporation that owns and rents out a building. He dedicates minimal time to this activity, and all income is reinvested in the corporation.

Employment History
Current Registrations
John Hancock Investment Management LLC
November 2018 - Present · 7 yrs 6 mos
John Hancock Investment Management Distributors LLC
May 2014 - Present · 12 yrs
John Hancock Investment Management Distributors LLCBroker
May 2014 - Present · 12 yrs
Previous Registrations
Manulife Asset Management (US) LLC
September 2014 - November 2018 · 4 yrs 2 mos
AXA Distributors, LLCBroker
February 2012 - April 2014 · 2 yrs 2 mos
Allied Beacon Partners, INC.Broker
February 2011 - September 2011 · 7 mos
Ppb Advisors, LLC
February 2010 - January 2012 · 1 yr 11 mos
American Beacon Partners, INC.Broker
September 2009 - February 2011 · 1 yr 5 mos
Uvest Financial Services Group, INC.Broker
April 2008 - September 2009 · 1 yr 5 mos
Uvest Financial Services Group, INC.Broker
July 2004 - April 2008 · 3 yrs 9 mos
Planco Financial Services, INC.Broker
April 1990 - June 2004 · 14 yrs 2 mos
State Registrations4 states
MANCSCVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Charles Fry - Financial Advisor | TrueAdvisor