Financial ADVSR advisor directory · SEC adviser records
Commonwealth Financial Network financial advisors in New Hartford, NY
Every SEC-registered investment adviser representative at a Commonwealth Financial Network office in New Hartford, A to Z.
The short answer
4 registered advisors work at Commonwealth Financial Network in New Hartford, out of 2,527 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.
Commonwealth Financial Network advisors in New Hartford, A to Z
Every Commonwealth Financial Network advisor →- Dennis D. CoughlinCertified Financial Planner · Also a broker rep
- Brant W. FordCertified Financial Planner · Also a broker rep
- Christopher C. GiambroneCertified Financial Planner · Also a broker rep
- Jennifer M. WicksInvestment adviser rep
Commonwealth Financial Network advisors in every city and state →Commonwealth Financial Network: assets, clients and custodians →Commonwealth news and advisor moves →Commonwealth Financial Network payout grid vs. other firms →Advisor Moves: who changed firms this week →
Commonwealth Financial Network advisors in other cities
Waltham, MA 130San Diego, CA 62Glastonbury, CT 49Overland Park, KS 29Needham, MA 25New York, NY 22Worcester, MA 21Danvers, MA 19Rochester, NY 19Shelton, CT 17Dallas, TX 16Pittsford, NY 16Wilmington, NC 16Roanoke, VA 15Phoenix, AZ 14
Other firms in New Hartford
All New Hartford advisors →Robert W. Baird & Co. Incorporated 12Ascent Wealth Partners, LLC 10MML Investors Services, LLC 4LPL Financial LLC 3
Questions
How many financial advisors does Commonwealth Financial Network have in New Hartford?
4 investment adviser representatives are registered at Commonwealth Financial Network offices in New Hartford, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 2,527 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.
Is Commonwealth Financial Network one of the largest advisor employers in New Hartford?
Commonwealth Financial Network ranks number 3 in New Hartford by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 12.
How do I check a Commonwealth Financial Network advisor in New Hartford?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Commonwealth Financial Network office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.