Michael
Stella

Commonwealth Financial Network

CRD#2891125
Investment Advisor
in Whittier, CA

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About this Advisor

Michael Stella is a financial advisor who works in Whittier, California who has 2 years of relevant experience. Stella works at Commonwealth Financial Network. During their career, the advisor has held roles at Quest Capital Strategies, Inc, Automobile Club Of Southern California, Licensed Insurance Agent, Commonwealth Financial Network and Zuma Financial Advisors. Stella has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Maryland. Commonwealth Financial Network is a registered investment firm based in Waltham, MA. It has offices in 1,759 locations and a total of 4,300 employees. It manages $146 billion in total assets between its 585,629 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. 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 charged by financial advisors largely are based on the services. However, fee types billed by Commonwealth Financial Network likely are comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

Office Location

Whittier, CA

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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

Michael Stella Work History

Michael has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Commonwealth Financial Network

2021 - Present (3 years)

Zuma Financial Advisors

2021 - 2021 (< 1 year)

Commonwealth Financial Network

2021 - 2021 (< 1 year)

Zuma Financial Advisors

2018 - 2019 (1 year)

Quest Capital Strategies, Inc

2015 - 2018 (3 years)

Automobile Club Of Southern California

2013 - 2016 (3 years)

Quest Capital Strategies, Inc

2000 - 2015 (15 years)

Licensed Insurance Agent

*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 Michael Stella 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
Jason Wright
Saint George, UT
Alejandro Biagiotti
Bedford, NH
John Cronin
East Syracuse, NY
Stephanni Sharp
San Diego, CA
Sean Roche
Waltham, MA
Mark Kutzke
Rochester, MN
Tyler Price
Kennewick, WA

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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