David Cyrs, financial advisor Waltham MA

David Cyrs

CRD Number: 2601434
Current Firm: Commonwealth Financial Network
David Cyrs (CRD# 2601434) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 22 years of experience in the finance industry. David Cyrs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Apr 2015 - Current 5
Nfp Securities Inc. Austin, TX Jan 1998 - Apr 2015 17
Benefit Planning Services Rockford, IL Apr 1996 - Nov 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
S66 NASAA Uniform Combined State Law Examination Mar 2000
Contact Info for David M. Cyrs
Phone Number: 781-736-0700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    111,440
    MILLIONS
  • Total Number of Accounts
    436,517
    ACCOUNTS
  • Average Account Value
    $255,295
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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Data verified by both the advisor and the public regulatory data.

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