Kelli Grady
Kelli Grady is a registered investment advisor at John Hancock Investment Management LLC, based in Fairfield, CT, with 35 years of industry experience. Kelli 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Fairfield, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelli works for John Hancock Asset Management (JHAM) as an investment advisor representative, marketing and offering separate managed account strategies on a wholesale basis. This requires a few hours per week.
Employment History
Current Registrations
John Hancock Investment Management LLC
John Hancock Investment Management Distributors LLCBroker
John Hancock Investment Management Distributors LLC
John Hancock Distributors LLCBroker
John Hancock Distributors LLC
Previous Registrations
Manulife Asset Management (US) LLC
John Hancock Advisers, LLC
John Hancock Distributors LLC
Manulife Wood Logan, INC.Broker
State Registrations51 states
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