Stewart Flaherty, financial advisor Westerville OH

Stewart Flaherty

CRD Number: 209325
Current Firm: Commonwealth Financial Network

Stewart Flaherty (CRD# 209325) is an Investment Advisor Representative working at Commonwealth Financial Network in Westerville, OH and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA May 2013 - Current 10
Stewart Flaherty & Associates, Inc. Columbus, OH Nov 1984 - Current 39
Self Employed Columbus, OH Apr 1980 - Current 43
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
S65 NASAA Investment Advisors Law Examination Jul 1993
Contact Info for Stewart L. Flaherty
Phone Number: 781-736-0700
Registered State(s):
  • OH
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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