ChooseAFinancialAdvisor.com
Advisors / Massachusetts / Boston
2yrs

Daniel Perillo

Financial advisor at John Hancock Personal Financial Services

Daniel Perillo is a fiduciary financial advisor in Boston, Massachusetts, with 2 years in the industry. Daniel joined John Hancock Personal Financial Services in 2025, a firm offering financial planning, investment management, and educational workshops. John Hancock Personal Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.

Boston, MA 02116Fiduciary advisor
Call the officeDirections

At a glance

Experience2 years (since 2025)
How that compares ?2 years in the industry
Office200 Berkeley Street, Boston, MA 02116
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$61,762
Advisors at the firm64
States licensed ?1 state

Services through John Hancock Personal Financial Services

Financial planningInvestment management for individuals and small businessesEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. Jul 2025 – now

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Daniel

How do I contact Daniel?

Call John Hancock Personal Financial Services at (617) 572-0109 and ask for Daniel Perillo. Daniel works from the Boston, MA office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2025, about 2 years. 2 years in the industry.

What licenses does Daniel hold?

Series 65. Tap any license on this page to see what it allows.

Is Daniel a fiduciary?

Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Daniel paid?

John Hancock Personal Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Mayflower Advisors
47yrs
Lloyd Glazer
Financial advisor
265 Franklin Street Suite 401
Boston, MA 02110
Top advisor by experience at Mayflower Advisors
Fiduciary
Call Directions
Morgan Stanley
47yrs
Donald Stanton
Financial advisor
28 State Street 26th Floor
Boston, MA 02109
Top 1% by experience in Boston
PlanningInvesting
Call Directions
Morgan Stanley
47yrs
J Powell
Financial advisor
28 State Street 26th Floor
Boston, MA 02109
Top 1% by experience in Boston
Fiduciary
Call Directions
Morgan Stanley
47yrs
Edward Dubilo
Financial advisor
28 State Street 26th Floor
Boston, MA 02109
Top 1% by experience in Boston
Fiduciary
Call Directions
Osbon Capital Management
47yrs
John Osbon
Financial advisor
75 State Street Suite 100
Boston, MA 02109
Top 1% by experience in Boston
Fiduciary
Call Directions
UBS Financial Services
47yrs
Philip Howlett
Financial advisor
One Post Office Square
Boston, MA 02109
Top 1% by experience in Boston
Fiduciary
Call Directions

See all advisors near Boston