RG
RG

Randy Gilbertson

30 Years of Experience
Boston, MA
Broker

Randy Gilbertson is a registered investment advisor at John Hancock Investment Management LLC, based in Boston, MA, with 30 years of industry experience. Randy 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

Randy works for John Hancock Asset Management (JHAM) as an investment advisor representative, marketing and offering separate managed account strategies on a wholesale basis. This takes a few hours per week.

Employment History
Current Registrations
John Hancock Investment Management LLC
November 2018 - Present · 7 yrs 10 mos
John Hancock Investment Management Distributors LLC
March 2007 - Present · 19 yrs 6 mos
John Hancock Investment Management Distributors LLCBroker
March 2007 - Present · 19 yrs 6 mos
Previous Registrations
Manulife Asset Management (US) LLC
August 2017 - November 2018 · 1 yr 3 mos
Manulife Asset Management (US) LLC
February 2008 - December 2016 · 8 yrs 10 mos
John Hancock Advisers, LLC
May 2007 - December 2010 · 3 yrs 7 mos
Credit Suisse Asset Management Securities, INC.Broker
September 2005 - March 2007 · 1 yr 6 mos
Ids Life Insurance CompanyBroker
November 2000 - August 2005 · 4 yrs 9 mos
Ameriprise Financial Services, INC.Broker
June 2000 - August 2005 · 5 yrs 2 mos
Tcf Securities, INC.Broker
August 1995 - July 1999 · 3 yrs 11 mos
Waddell & Reed, INC.Broker
May 1994 - July 1995 · 1 yr 2 mos
State Registrations4 states
MAMIMNWI
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.