Christopher
Puzio

Commonwealth Financial Network

CRD#5783184
Investment Advisor
in San Dimas, CA

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About this Advisor

Christopher Puzio is a certified financial planner in San Dimas, California. Currently a registered advisor with Commonwealth Financial Network, Puzio has 10 years of work experience as a financial advisor. Puzio has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Puzio can work with clients in California. Throughout their career, Puzio has worked at Lpl Financial, LLC, Commonwealth Financial Network, Ameriprise Financial Services Inc and Morgan Stanley Smith Barney. Commonwealth Financial Network is based out of San Dimas, California, and operates out of 1,090 other brick-and-mortar locations across the country. As an advisor firm, Commonwealth Financial Network manages $111 billion in assets throughout 436,517 client accounts and employs more than 3,400 people. The level of assets currently under the firm's management makes it one of the biggest firms in the country. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisor firm's clients 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

425 W. Bonita Avenue #108
San Dimas, CA 91773

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

CA Average: 118
Total Number of Accounts

436,517

CA Average: 4,567
Average Account Size

$255,295

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

Christopher Puzio Work History

Christopher has 10 years of experience.

2020 - Present (1 year)

Commonwealth Financial Network

2016 - 2020 (4 years)

Lpl Financial, LLC

2011 - 2016 (5 years)

Ameriprise Financial Services Inc

2010 - 2011 (1 year)

Morgan Stanley Smith Barney

Disclosures

Christopher Puzio has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Corinne Kurucza
Great Neck, NY
Robert Moore
Troy, MI
Mario Alvino
Glastonbury, CT
William Corder
San Diego, CA
William Gallagher
Wilmington, DE
Laura Woods
Lutz, FL
Gilberto Bermea
Laredo, TX

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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