Michael Ward, financial advisor Pittsburgh PA

Michael Ward

CRD Number: 1239163
Current Firm: Commonwealth Financial Network

Michael Ward (CRD# 1239163) is an Investment Advisor Representative working at Commonwealth Financial Network in Pittsburgh, PA and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wealth Management Parteners, LLC Pittsburg, PA Nov 2001 - Current 22
Commonwealth Financial Network Waltham, MA Nov 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Jun 2000
Contact Info for Michael J. Ward
Phone Number: 781-736-0700
Registered State(s):
  • PA
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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