Cynthia
Meyers

Commonwealth Financial Network

CRD#1027406
Investment Advisor
in Sacramento, CA

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About this Advisor

Cynthia Meyers is a certified financial planner operating in Sacramento, California who has 1 year of relevant experience. Meyers works at Commonwealth Financial Network. Over the course of their career, Meyers has held roles at Financial Telesis Inc, Commonwealth Financial Network, Confluence Financial Planning, LLC, Cynthia Meyers CFP® and Viewpoint Financial Network. Meyers maintains a Series 63 license, which qualifies them as a securities representative, and is approved to operate in California. Commonwealth Financial Network is a financial advisory business based out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 employees. It handles $146 billion in assets among its 585,629 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 client accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets. Commonwealth Financial Network performs a diverse set of services, such as 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. Fees for financial management largely vary depending on which services the firm provides the client. Fee types billed by Commonwealth Financial Network likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

Office Location

601 University Avenue Suite 265
Sacramento, CA 95825

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

CA Average: 118
Total Number of Accounts

585,629

CA Average: 4,567
Average Account Size

$249,965

CA Average: $3,506,186

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

Cynthia Meyers Work History

Cynthia has been registered as a financial advisor for 1 years.*

2018 - Present (6 years)

Confluence Financial Planning, LLC

2014 - Present (10 years)

Commonwealth Financial Network

2018 - 2021 (3 years)

Viewpoint Financial Network

2014 - 2018 (4 years)

Cynthia Meyers CFP®

2008 - 2014 (6 years)

Financial Telesis Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cynthia Meyers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Peter Leonczyk
Ludlow, MA
Mark Kutzke
Rochester, MN
Sean Roche
Waltham, MA
Alejandro Biagiotti
Bedford, NH
John Cronin
East Syracuse, NY
Stephanni Sharp
San Diego, CA
Samuel Rich
Waltham, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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