CD
CD

Connor Diamond

6 Years of Experience
Salem, MA
Broker

Connor Diamond is a registered investment advisor at John Hancock Investment Management LLC, based in Salem, MA, with 6 years of industry experience. Connor 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

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
January 2025 - Present · 1 yr 4 mos
John Hancock Investment Management Distributors LLC
November 2024 - Present · 1 yr 6 mos
John Hancock Investment Management Distributors LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Columbia Management Investment Advisers, LLC
August 2022 - October 2024 · 2 yrs 2 mos
Columbia Management Investment Distributors, INC.Broker
July 2022 - October 2024 · 2 yrs 3 mos
Fidelity Personal and Workplace Advisors
June 2019 - June 2022 · 3 yrs
Fidelity Brokerage Services LLCBroker
February 2019 - June 2022 · 3 yrs 4 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
Connor Diamond - Financial Advisor | TrueAdvisor