KB
KB

Kurt Beardsley

24 Years of Experience
Boston, MA
Broker

Kurt Beardsley is a registered investment advisor at John Hancock Investment Management LLC, based in Boston, MA, with 24 years of industry experience. Kurt 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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Employment History
Current Registrations
John Hancock Investment Management LLC
June 2022 - Present · 4 yrs 3 mos
John Hancock Investment Management Distributors LLC
May 2022 - Present · 4 yrs 4 mos
John Hancock Investment Management Distributors LLCBroker
May 2022 - Present · 4 yrs 4 mos
Previous Registrations
John Hancock Distributors LLCBroker
March 2021 - May 2022 · 1 yr 2 mos
Wells Fargo Funds Management, LLC
January 2017 - January 2020 · 3 yrs
Wells Fargo Funds Distributor, LLCBroker
January 2010 - January 2020 · 10 yrs
Wells Fargo Funds Management, LLC
January 2010 - December 2014 · 4 yrs 11 mos
Evergreen Investment Management CO
November 2009 - January 2010 · 2 mos
Evergreen Investment Services, INC.Broker
March 2004 - January 2010 · 5 yrs 10 mos
Goldk Investment Services, INCBroker
July 2002 - August 2002 · 1 mo
Pioneer Funds Distributor, INC.Broker
September 2001 - November 2001 · 2 mos
Citistreet Equities LLCBroker
October 1999 - March 2001 · 1 yr 5 mos
Putnam Mutual Funds CORP.Broker
December 1996 - December 1998 · 2 yrs
State Registrations13 states
ALDCFLGALAMAMDNCPRSCTNVAWV
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.