Daniel Sparta, financial advisor Burlington MA

Daniel Sparta

CRD Number: 5060860
Current Firm: Commonwealth Financial Network

Daniel Sparta (CRD# 5060860) is an Investment Advisor Representative working at Commonwealth Financial Network in Burlington, MA and has over 15 years of experience in the finance industry. Daniel Sparta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Axial Financial Group Burlington, MA Aug 2013 - Current 8
Commonwealth Financial Network Waltham, MA Mar 2010 - Current 11
Northeast Financial Services Falmouth, ME Feb 2010 - Aug 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2006
Contact Info for Daniel A. Sparta
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    133,519
    MILLIONS
  • Total Number of Accounts
    480,086
    ACCOUNTS
  • Average Account Value
    $278,116
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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