Manufacturers Securities Services, LLC (Boston)


Manufacturers Securities Services, LLC is an adviser based in Boston. It manages $27.54 billion of regulatory assets for 76 client accounts. It has been registered with the SEC as an adviser since 2002.

Manufacturers Securities Services provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Manufacturers Securities Services: assets under management

The assets under management (AUM) of Manufacturers Securities Services, LLC is $27.54 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.54 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $362.37 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Manufacturers Securities Services, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
The Manufacturers Life Insurance Company Shareholder 1 Dec 1995 75% - 100% 38-0788610
The Manufacturers Life Insurance Company (U.S.A.) Shareholder 1 Dec 1996 75% - 100% 01-0233346
The Manufacturers Investment Corporation Shareholder 1 Dec 1996 75% - 100% 38-3261832
Manulife Financial Corporation Shareholder 1 Sep 1999 75% - 100% 99-9999999
The Manufacturers Life Insurance Company Shareholder 1 Oct 2003 75% - 100% 38-0788610
Manulife Holdings (Delaware) Llc Shareholder 1 Dec 2003 75% - 100% 20-0456971
Manulife Holdings (Alberta) Limited Shareholder 1 Dec 2003 75% - 100% 99-9999999

Based in Boston

The principal office where Manufacturers Securities Services, LLC performs its advisory services is located at 601 Congress Street, Boston, MA 02210 2805, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 617-663-3000 or by fax 617-663-2197. The normal business hours are 9 am to 5 pm on Monday - Friday.