Alexander Diaz, financial advisor Waltham MA

Alexander Diaz

CRD Number: 6615377
Current Firm: Commonwealth Financial Network

Alexander Diaz (CRD# 6615377) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 3 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jul 2018 - Current 3
Weiss & Hale Financial, LLC Pomfret Center, CT Jan 2018 - Jul 2018 < 1
Groton School Groton, MA Sep 2017 - Dec 2017 < 1
Fidelity Investments Merrimack, NH Nov 2016 - Sep 2017 < 1
Groton School Groton, MA Aug 2016 - Nov 2016 < 1
Unemployed Groton, MA May 2016 - Aug 2016 < 1
University Of Connecticut Storrs, CT Aug 2013 - May 2016 2
Weiss & Hale Financial, LLC Pomfret Center, CT Jan 2016 - Apr 2016 < 1
Pomfret School Pomfret Center, CT Jun 2013 - Aug 2014 1
Stonehill College Easton, MA Aug 2012 - Jul 2013 < 1
Pomfret School Pomfret Center, CT Aug 2009 - Aug 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Alexander C. Diaz
Phone Number: 781-736-0700
Registered State(s):
  • MA
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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