Monica Catherine Kimball

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2015 → Present
  John Hancock
  Boston, MA
• 06/2015 → Present
  John Hancock Funds Llc
  Boston, MA
• 11/2018 → Present
  John Hancock Advisers, Llc
  Boston, MA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2018-11-08 → 2023-12-04
  John Hancock Investment Management Llc
  Boston, MA
  Boston, MA
• 2016-02-29 → 2018-11-08
  Manulife Investment Management (Us) Llc
  Boston, MA
• 2013-09-09 → 2015-06-12
  Amundi Pioneer Institutional Asset Management, Inc.
  Boston, MA
• 2008-08-29 → 2013-08-12
  Eaton Vance Management
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-25
• S63 Uniform Securities Agent State Law Examination
  2006-05-17

Designations

• Certified Financial Planner

Other Names

• Monica Catherine Connarton