Commonwealth Financial Network

Commonwealth Financial Network (CRD# 8032) is a financial advisory firm headquartered in Waltham, MA. They manage $52,072,831,792 in 229,200 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    52,073
    MILLION
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Commonwealth Financial Network
Showing 1 - 10 of 2,200 top financial advisors.
1
Nicholas A. Ibello
CRD#: 5820593
8850 Columbia 100 Parkway, Suite 204, Columbia, MD 21045
106
Wealthminder
score

Selecting a skilled financial advisor—a relationship that will potentially last a lifetime—is an important decision.


You will work closely with your financial advisor throughout life’s greatest moments as well as most difficult times to reach goals that you likely have set in motion decades before they come to fruition. We understand this is a significant decision for you and your family.

 

With multiple CERTIFIED FINANCIAL PLANNER ™ practitioners on staff, and our partnership with the award-winning broker/dealer, Commonwealth Financial Network®, you have a team of distinguished, credentialed, and experienced professionals to help develop your comprehensive financial plan. With this team approach, we will guide you through our financial planning process to create a financial plan that accurately reflects your current financial status and paints a clear picture to illustrate your path to financial independence and goal achievement.

 

This communication is strictly intended for individuals residing in the state of MD. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. www.commonwealth.com/termsofuse.html

 

Williams Asset Management
8850 Columbia 100 Parkway, Suite 204           
Columbia, MD 21045
Phone: 410.740.0220

www.WilliamsAssetMangement.com              

2
David M. Cyrs
CRD#: 2601434
One University Office Park, 29 Sawyer Road, Waltham, MA 02453
103
Wealthminder
score
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.
3
Shabri G. Moore
CRD#: 2894381
50 Carroll Creek Way, Suite 335, Frederick, MD 21701
103
Wealthminder
score

Shabri Moore (CRD# 2894381) is an Investment Advisor Representative working at Commonwealth Financial Network in Frederick, MD and has over 17 years of experience in the finance industry. Shabri Moore 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.

4
Nichole D. Raftopoulos
CRD#: 2685964
Pease International Tradeport, 14 Manchester Square, Suite 275, Portsmouth, NH 03801
103
Wealthminder
score

Nvest Financial Group is an independent boutique firm working with people just like you: individuals, families and businesses who demand the highest quality of service and attention to detail in their financial matters.  We don't take earning your business lightly. 

It is our commitment to provide you with unparalleled service and exclusive personal attention. 

 

Our team of professionals will simplify the complexities of the financial world to meet your personal needs and goals.  We consider each situation a unique relationship and not just a portfolio balance.

 

Everyone at Nvest is committed to adhering to the highest standards of ethics and education in our industry so that we may provide you and your family up-to-date, expert and caring advice.

5
Sean M. Cook
CRD#: 3115493
501 Office Center Drive, Suite 425, Fort Washington, PA 19034
101
Wealthminder
score

Sean Cook (CRD# 3115493) is an Investment Advisor Representative working at Commonwealth Financial Network in Fort Washington, PA and has over 19 years of experience in the finance industry. Sean Cook 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 put clients' interests first and comply with the Financial Planning Practice Standards.

6
Charlene K. Dolan
CRD#: 2905028
79 State Street, Newburyport, MA 01950
101
Wealthminder
score

Charlene Dolan (CRD# 2905028) is an Investment Advisor Representative working at Commonwealth Financial Network in Newburyport, MA and has over 19 years of experience in the finance industry. Charlene Dolan 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 put clients' interests first and comply with the Financial Planning Practice Standards.

7
Martin Gredinger
CRD#: 1503836
3 White Pine Knoll Road, Wayland, MA 01778
101
Wealthminder
score

Martin Gredinger is a CPA and 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 put clients' interests first and comply with the Financial Planning Practice Standards.Martin provides tax preparation and advisory services, CFO services and financial coaching.  

8
Bryn T. Henry
CRD#: 4465166
18170 Dallas Parkway, Suite 103, Dallas, TX 75287
101
Wealthminder
score

Bryn Henry (CRD# 4465166) is an Investment Advisor Representative working at Commonwealth Financial Network in Dallas, TX and has over 14 years of experience in the finance industry.

9
Larry M. McCarty
CRD#: 2201894
180 North Riverview Drive, Suite 220, Anaheim Hills, CA 92808
101
Wealthminder
score

Larry McCarty (CRD# 2201894) is an Investment Advisor Representative working at Commonwealth Financial Network in Anaheim Hills, CA and has over 25 years of experience in the finance industry. Larry McCarty 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 put clients' interests first and comply with the Financial Planning Practice Standards.

10
Peter L. Voss
CRD#: 1176447
1425 West Foothill Blvd., Suite 120, Upland, CA 91786
101
Wealthminder
score
Peter Voss (CRD# 1176447) is an Investment Advisor Representative working at Commonwealth Financial Network in Upland, CA and has over 17 years of experience in the finance industry.
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