Mark Flaherty, financial advisor Ontario NY

Mark Flaherty

CRD Number: 6220982
Current Firm: Commonwealth Financial Network

Mark Flaherty (CRD# 6220982) is an Investment Advisor Representative working at Commonwealth Financial Network in Ontario, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Sep 2021 - Current < 1
Weller Group LLC Ontario, NY Jun 2018 - Current 3
Commonwealth Financial Network Waltham, MA Jan 2015 - Current 6
Weller Group LLC Ontario, NY Oct 2015 - Jun 2018 2
Clemson University Clemson, SC Aug 2014 - May 2018 3
Aquinas Institute Rochester, NY Sep 2010 - Aug 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Mark D. Flaherty
Phone Number: 781-736-0700
Registered State(s):
  • PA
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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