SM
SM

Steven Millhouse

13 Years of Experience
Boston, MA
Broker

Steven Millhouse is a registered investment advisor at John Hancock Investment Management LLC, based in Boston, MA, with 13 years of industry experience. Steven 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.

Loading...

Location

200 Berkeley St., Boston, MA, 02116-5022

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
John Hancock Investment Management LLC
November 2018 - Present · 7 yrs 10 mos
John Hancock Investment Management Distributors LLC
August 2015 - Present · 11 yrs 1 mo
John Hancock Investment Management Distributors LLCBroker
August 2015 - Present · 11 yrs 1 mo
Previous Registrations
John Hancock Distributors LLCBroker
August 2019 - November 2023 · 4 yrs 3 mos
Manulife Asset Management (US) LLC
September 2015 - November 2018 · 3 yrs 2 mos
PNC Investments
March 2013 - August 2015 · 2 yrs 5 mos
PNC InvestmentsBroker
March 2013 - August 2015 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - January 2013 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2012 - January 2013 · 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.