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Gerald Dukatz

30 Years of Experience
Boston, MA

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

Gerald 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 6 mos
Previous Registrations
John Hancock Distributors LLCBroker
June 2010 - September 2012 · 2 yrs 3 mos
Manulife Asset Management (US) LLC
May 2010 - November 2018 · 8 yrs 6 mos
John Hancock Advisers, LLC
May 2010 - December 2010 · 7 mos
John Hancock Investment Management Distributors LLCBroker
May 2010 - January 2026 · 15 yrs 8 mos
Bofa Advisors, LLC
April 2005 - May 2010 · 5 yrs 1 mo
Columbia Management Distributors, INC.Broker
December 1995 - May 2010 · 14 yrs 5 mos
State Registrations1 state
MA
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.