Commonwealth Strategic Advisory

Commonwealth Strategic Advisory (CRD# 170993) is a financial advisory firm headquartered in New Canaan, CT. They manage $500,000,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    500
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $15,151,515
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CT

Financial Advisors at Commonwealth Strategic Advisory
Showing 1 - 2 of 2 top financial advisors.
1
Mary L. Salvati
CRD#: 865750
57 Lone Tree Farm Road, New Canaan, CT 06840
86
Wealthminder
score

Mary Salvati (CRD# 865750) is an Investment Advisor Representative working at Commonwealth Strategic Advisory in New Canaan, CT and has over 21 years of experience in the finance industry.

2
Thomas C. Dexter
CRD#: 2980270
57 Lone Tree Farm Road, New Canaan, CT 06840
44
Wealthminder
score

Thomas Dexter (CRD# 2980270) is an Investment Advisor Representative working at Commonwealth Strategic Advisory in New Canaan, CT and has over 18 years of experience in the finance industry.

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