Matthew Hanson

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → 12/2016
  John Hancock Funds, Llc
  Boston, MA
• 04/2010 → 12/2016
  John Hancock Advisers, Llc
  Boston, MA
• 04/2010 → 12/2016
  Mfc Global Investment Management (U.S.), Llc
  Boston, MA
• 02/2017 → 07/2020
  Virtus Distributors, Llc
  Boston, MA
• 07/2020 → 09/2021
  Adviceperiod, Llc
  Laguna Niguel, CA
• 09/2021 → 02/2022
  Mariner Wealth Advisors
  Laguna Niguel, CA
• 02/2022 → 02/2024
  Altruist Financial Llc
  Venice, CA
• 02/2022 → 02/2024
  Altruist Llc
  Venice, CA
• 02/2022 → 02/2024
  Altruist Corp
  Venice, CA
• 02/2024 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2020-08-25 → 2022-02-24
  Adviceperiod, Llc
  Laguna Niguel, CA
  Los Angeles, CA
• 2021-09-03 → 2022-02-23
  Mariner
  Laguna Niguel, CA
• 2017-03-01 → 2020-07-20
  Kayne Anderson Rudnick Investment Management, Llc
  Los Angeles, CA
  Boxford, MA
  Los Angeles, CA
  Newport Beach, CA
• 2010-04-06 → 2017-01-10
  Manulife Investment Management (Us) Llc
  Boston, MA
• 2010-04-06 → 2010-12-31
  John Hancock Investment Management Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-01
• S63 Uniform Securities Agent State Law Examination
  2007-03-30

Other Names

• Matthew Robert Hanson