Daniel Perillo
Investment Adviser Representative at JOHN Hancock Personal Financial Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Perillo is an investment adviser representative with JOHN Hancock Personal Financial Services, LLC in Boston, MA, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- John HancockJul 2025 – no end date reportedBoston, MA
- John Hancock Personal Financial ServicesJul 2025 – no end date reportedBoston, MA
- Manulife Wealth IncSep 2021 – no end date reportedNorth York
- Unemployed - StudyMay 2021 – Sep 2021Maple
- Villanova UniversitySep 2017 – May 2021Villanova, PA
- RBC Capital MarketsJun 2020 – Aug 2020Toronto
- SwimFirst AquaticsJun 2018 – Aug 2019Maple
- Brooks Barristers and SolicitorsJun 2017 – Aug 2019Toronto
- St Thomas of Villanova CollegeSep 2013 – May 2017King City
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About JOHN Hancock Personal Financial Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- On the first $50,0000.50%
- On the next $50,0000.40%
- On the next $150,0000.30%
- On amounts over $250,0000.20%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 55
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Boston, MA
- SEC file number:
- 801-80927
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at JOHN Hancock Personal Financial Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Perillo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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