Matthew Somberg, financial advisor Glastonbury CT

Matthew Somberg

CRD Number: 4252891
Current Firm: Commonwealth Financial Network

Matthew Somberg (CRD# 4252891) is an Investment Advisor Representative working at Commonwealth Financial Network in Glastonbury, CT and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Gottfried & Somberg Wealth Management, LLC Glastonbury, CT Apr 2006 - Current 14
Commonwealth Financial Network Waltham, MA Aug 2000 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S66 NASAA Uniform Combined State Law Examination Jul 2000
Contact Info for Matthew A. Somberg
Phone Number: 781-736-0700
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    111,440
    MILLIONS
  • Total Number of Accounts
    436,517
    ACCOUNTS
  • Average Account Value
    $255,295
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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