Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders

Financial ADVSR advisor directory · SEC adviser records

Commonwealth Financial Network financial advisors in Poughkeepsie, NY

Every SEC-registered investment adviser representative at a Commonwealth Financial Network office in Poughkeepsie, A to Z.

4 registered advisors work at Commonwealth Financial Network in Poughkeepsie, out of 2,715 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Commonwealth Financial Network advisors in Poughkeepsie, A to Z

Every Commonwealth Financial Network advisor →

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 160San Diego, CA 67Glastonbury, CT 51Overland Park, KS 28Rochester, NY 27Needham, MA 24Worcester, MA 23Dallas, TX 19Danvers, MA 17Shelton, CT 17Wilmington, NC 17New York, NY 16Pittsford, NY 16Roanoke, VA 16Burlington, MA 15

Other firms in Poughkeepsie

All Poughkeepsie advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 25LPL Financial LLC 15Ameriprise Financial Services, LLC 10Equitable Advisors, LLC 9Morgan Stanley 8Marshall + Sterling Wealth Advisors, Inc. 7Arax Advisory Partners 6B. Riley Wealth Advisors, Inc. 5Osaic Institutions, Inc. 4Stifel, Nicolaus & Company, Incorporated 4D'Arcangelo Financial Advisors, LLC 3Osaic Wealth, Inc. 3

Questions

How many financial advisors does Commonwealth Financial Network have in Poughkeepsie?

4 investment adviser representatives are registered at Commonwealth Financial Network offices in Poughkeepsie, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 2,715 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Commonwealth Financial Network one of the largest advisor employers in Poughkeepsie?

Commonwealth Financial Network ranks number 9 in Poughkeepsie by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 25.

How do I check a Commonwealth Financial Network advisor in Poughkeepsie?

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.