Bryan
Chew

Commonwealth Financial Network

CRD#2004384
Investment Advisor
in Sacramento, CA
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About this Advisor

Bryan Chew is a certified financial planner in Sacramento, California. Currently a registered advisor at Commonwealth Financial Network, Chew has a notable 24 years of professional experience. Chew holds a Series 63 license, which designates the advisor as a securities broker. Chew is able to advise investors in California. Throughout their career, they have worked at Linsco/Private Ledger Corp, The Poage Center, Commonwealth Financial Network and Paragon Financial Services. Commonwealth Financial Network is based out of Sacramento, California, and has 1,090 additional brick-and-mortar locations across the country. Overall, Commonwealth Financial Network oversees $81 billion in assets across 335,560 accounts and retains more than 3,200 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. The firm manages 328,891 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Commonwealth Financial Network can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1102 Corporate Way Suite 100
Sacramento, CA 95831

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

CA Average: $16,012,751,954
Total Number of Employees

3,350

CA Average: 118
Total Number of Accounts

388,288

CA Average: 4,567
Average Account Size

$219,462

CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Bryan Chew Work History

Bryan has 24 years of experience.

2012 - Present (7 years)

Commonwealth Financial Network

2012 - Present (7 years)

Paragon Financial Services

1996 - 2012 (16 years)

The Poage Center

1994 - 2012 (18 years)

Linsco/Private Ledger Corp

Disclosures

Bryan Chew has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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