Charles Swartz, financial advisor Westborough MA

Charles Swartz

CRD Number: 5059104
Current Firm: Commonwealth Financial Network

Charles Swartz (CRD# 5059104) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Swartz, Polachek & Company, P.c. Needham, MA Apr 1985 - Current 36

Charles Swartz has no recent exams reported.
Contact Info for Charles A. Swartz
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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