Commons Capital, LLC

Commons Capital, LLC (CRD# 165738) is a financial advisory firm headquartered in Needham, MA. They manage $173,420,262 in 487 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
254 Second Avenue, Suite 130, Needham, MA 02494
https://www.facebook.com/commonscapital
By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    487
    ACCOUNTS
  • Average Account Value
    $356,099
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH, NY, TX

Financial Advisors at Commons Capital, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Malik Smith, financial advisor Needham MA
Malik A. Smith
CRD#: 5068263
254 Second Avenue, Suite 130, Needham, MA 02494

Malik Smith (CRD# 5068263) is an Investment Advisor Representative working at Commons Capital, LLC in Needham, MA and has over 8 years of experience in the finance industry.

2
Jonathan Straus, financial advisor Needham MA
Jonathan D. Straus
CRD#: 2839717
254 Second Avenue, Suite 130, Needham, MA 02494
Jonathan Straus (CRD# 2839717) is an Investment Advisor Representative working at Commons Capital, LLC in Needham, MA and has over 23 years of experience in the finance industry.
3
Rose Thompson, financial advisor Needham MA
Rose M. Thompson
CRD#: 848431
254 Second Avenue, Suite 130, Needham, MA 02494

Rose Thompson (CRD# 848431) is an Investment Advisor Representative working at Commons Capital, LLC in Needham, MA and has over 22 years of experience in the finance industry.

4
Robert Manschot, financial advisor Needham MA
Robert M. Manschot
CRD#: 2850270
254 Second Avenue, Suite 130, Needham, MA 02494

Robert Manschot (CRD# 2850270) is an Investment Advisor Representative working at Commons Capital, LLC in Needham, MA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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