Brian Rolfe, financial advisor New London CT

Brian Rolfe

CRD Number: 5282666
Current Firm: Commonwealth Financial Network

Brian Rolfe (CRD# 5282666) is an Investment Advisor Representative working at Commonwealth Financial Network in New London, CT and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Baune & Rolfe, P.c. New London, CT May 1986 - Current 37
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Brian Rolfe
Phone Number: 781-736-0700
Registered State(s):
  • CT
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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