Holly Wanegar, financial advisor Pomfret Center CT

Holly Wanegar

CRD Number: 7138822
Current Firm: Commonwealth Financial Network

Holly Wanegar (CRD# 7138822) is an Investment Advisor Representative working at Commonwealth Financial Network in Pomfret Center, CT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jan 2023 - Current 1
Weiss, Hale & Zahansky Strategic Wealth Advisors Pomfret Center, CT Jun 2019 - Current 4
Commonwealth Financial Network Waltham, MA Jun 2019 - Jan 2023 3
People's United Bank Hartford, CT Feb 2016 - Jun 2019 3
U.s. Trust, Bank Of America Hartford, CT Sep 2012 - Feb 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2020
Contact Info for Holly Wanegar
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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