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Terence Shea

29 Years of Experience
Scituate, MA
Broker

Terence Shea is a registered investment advisor at John Hancock Investment Management LLC, based in Scituate, MA, with 29 years of industry experience. Terence 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

Scituate, MA

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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

Terence works for John Hancock Asset Management (JHAM) as an investment advisor representative, marketing their separate managed account strategies. This requires a few hours per week, all during securities trading hours.

Employment History
Current Registrations
John Hancock Investment Management LLC
November 2018 - Present · 7 yrs 6 mos
John Hancock Investment Management Distributors LLC
April 2010 - Present · 16 yrs 1 mo
John Hancock Investment Management Distributors LLCBroker
April 2010 - Present · 16 yrs 1 mo
Previous Registrations
Manulife Asset Management (US) LLC
April 2010 - November 2018 · 8 yrs 7 mos
John Hancock Advisers, LLC
April 2010 - December 2010 · 8 mos
Columbia Management Advisors, LLC
April 2005 - March 2009 · 3 yrs 11 mos
Columbia Management Distributors, INC.Broker
July 1998 - March 2009 · 10 yrs 8 mos
Putnam Mutual Funds CORP.Broker
February 1995 - July 1998 · 3 yrs 5 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.