Commonwealth Financial Network
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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
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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.
Commonwealth Financial Network
Paragon Financial Services
The Poage Center
Linsco/Private Ledger Corp
Bryan Chew has no disclosures.
Please visit their SEC profile for more details.