Dennis Spontarelli (CRD# 2665368) is an Investment Advisor Representative working at Commonwealth Financial Network in Aurora, OH and has over 28 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Jun 2022 - Current | 1 |
| Emvision Capital Advisors | Aurora, OH | Jun 2022 - Current | 1 |
| Lpl Financial, LLC | Stow, OH | Mar 2020 - Jun 2022 | 2 |
| Cantella & Company, Inc. | Boston, MA | Dec 2015 - Mar 2020 | 4 |
| Harbor Financial Services, LLC | Mobile, AL | Dec 2006 - Dec 2015 | 9 |
| Director | Kent, OH | Feb 1998 - Jun 2014 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1995 |
- OH
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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