Heather Girolamo, financial advisor Worcester MA

Heather Girolamo

CRD Number: 4663317
Current Firm: Commonwealth Financial Network

Heather Girolamo (CRD# 4663317) is an Investment Advisor Representative working at Commonwealth Financial Network in Worcester, MA and has over 19 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jan 2020 - Current 4
Ryan Wealth Advisors Worcester, MA Jan 2020 - Current 4
Ryan Financial Advisors, Inc. Andover, MA Apr 2003 - Jan 2020 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2004
Contact Info for Heather R. Girolamo
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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