Marc Carlson Danile

Employer firm

John Hancock Investment Management LLC CRD 105790

$212B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

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

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

Current Employers

Employment History

• 06/1991 → Present
  Federated Securities Corp.
  Pittsburgh, PA
• 06/1991 → Present
  Federated Investors, Inc.
  Pittsburgh, PA
• 10/2003 → Present
  Federated Investment Counseling
  Pittsburgh, PA
• 03/2004 → Present
  Ubs Global Asset Management (Us) Inc.
  New York, NY
• 01/2005 → Present
  John Hancock Funds, Llc
  Boston, MA
• 01/2005 → Present
  John Hancock Advisors
  Boston, MA
• 01/2005 → Present
  Sovereign Asset Management Corporation
  Boston, MA
• 11/2018 → Present
  John Hancock Advisers, Llc
  Boston, MA

Previous Registrations

• 2005-02-02 → 2018-11-08
  Manulife Investment Management (Us) Llc
  Boston, MA
  Chicago, IL
  Boston, MA
• 2005-02-02 → 2010-12-31
  John Hancock Investment Management Llc
  Boston, MA
• 2004-04-16 → 2005-01-03
  Ubs Asset Management (Us) Inc.
  New York, NY
• 2003-11-03 → 2004-03-26
  Federated Investment Counseling
  Pittsburgh, PA

Other Businesses

1)PBC WETLANDS, LLC 9 GREENWAY PLAZA # 3199 HOUSTON, TX 77046 START DATED 11-15-2007 INVESTOR WITH NO ACTIVE DUTIES 2)NAME OF BUSINESS: JOHN HANCOCK ASSET MANAGEMENT ( JHAM ); BUSINESS IS INVESTMENT RELATED. ADDRESS: 101 HUNTINGTON AVENUE, BOSTON MA, 02199. NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISER THAT IS AN AFFILIATE OF (JHF OR JHD) UNDER COMMON CONTROL. RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE. START DATE: (PROVIDED BY JHAM). APPROXIMATE NUMBER OF HOUR/MONTH INVOLVED IN THIS BUSINESS: 10. APPROXIMATE NUMBER OF HOURS INVOLVED IN THIS BUSINESS DURING SECURITIES TRADING HOURS: 10. DUTIES: MARKETING AND OFFERING, ON A WHOLESALE BASIS, THE SEPARATE MANAGED ACCOUNT STRATEGIES OF JHAM 2.) a. OBA Name: Danile Legacy, LLC b. Investment-related?: No c. OBA Address: 2720 Tangley Rd. Houston, TX 77005 d. OBA Nature: Private Window Washing Company e. Position, Title, or Relationship with the OBA: Registered Agent f. OBA Start Date: 01/06/2025 g. Approximate number of hours/month devoted to the OBA: 0.08 h. Number of hours devoted to the OBA during securities trading hours: 0 i. Brief description duties related to the OBA: Acting as registered agent for his son Bennett's window washing and power washing business.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-31
• S63 Uniform Securities Agent State Law Examination
  1991-08-23