Connor Sofield (CRD# 7071831) is an Investment Advisor Representative working at Commonwealth Financial Network in Sea Girt, NJ and has over 4 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Jan 2023 - Current | 1 |
| Triad Wealth Advisors | Sea Girt, MA | Jan 2023 - Current | 1 |
| Tri State Lacrosse | Hightstown, NJ | Sep 2020 - Current | 3 |
| Christian Brothers Academy | Lincroft, NJ | Apr 2019 - Current | 5 |
| Commonwealth Financial Network | Waltham, MA | Jun 2021 - Jan 2023 | 1 |
| Tradition Securities And Derivatives Inc. | New York, NY | Jul 2019 - Apr 2021 | 1 |
| Tradition Securities And Derivatives Inc. | New York, NY | Mar 2019 - Jul 2019 | < 1 |
| Beacon Hill Staffing Group | New York, NY | Feb 2018 - Mar 2019 | 1 |
| Beacon Hill Staffing Group | Seattle, WA | Nov 2017 - Jan 2018 | < 1 |
| Iheartmedia | Seattle, WA | Jan 2017 - Nov 2017 | < 1 |
| Cox Media Group | New York, NY | Aug 2016 - Dec 2016 | < 1 |
| College Of The Holy Cross | Worchester, MA | Aug 2012 - May 2016 | 3 |
| City Of Long Beach | Long Beach, NY | Jul 2010 - Sep 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- NJ
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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