Steven Dunn, financial advisor Greenville DE
93 score

Steven Dunn

CRD Number: 5374159
Current Firm: Commonwealth Financial Network

Steven Dunn (CRD# 5374159) is an Investment Advisor Representative working at Commonwealth Financial Network in Greenville, DE and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jan 2015 - Current 1
Wsfs Bank Rehoboth Beach, DE Jul 2009 - Current 7
Invest Financial Corp. Rehoboth Beach, DE Jun 2010 - Jan 2015 4
Td Bank Fair Haven, NJ Jan 2008 - Jul 2009 1
Navesink Country Club Middletown, NJ Oct 2001 - Dec 2007 6
First Republic Group LLC New York, NY Apr 2007 - Oct 2007 < 1
Navesink Country Club Middletown, NJ Oct 2000 - Apr 2007 6
West Chester University Of Pa West Chester, PA Aug 2002 - Dec 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S65 NASAA Investment Advisors Law Examination Jan 2010
Contact Info for Steven Z. Dunn
Phone Number: 781-736-0700
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
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)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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