Ty
Rocheleau

Commonwealth Financial Network

CRD#5238857
Investment Advisor
in San Diego, CA

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About this Advisor

Ty Rocheleau is a financial advisor based in San Diego, California, working with Commonwealth Financial Network. Ty has previously held a position at Commonwealth Financial Network. Ty has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Ty is part of Commonwealth Financial Network, which operates out of San Diego, California. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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

600 West Broadway Suite 3200
San Diego, CA 92101

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

CA Average: 118
Total Number of Accounts

623,075

CA Average: 4,567
Average Account Size

$284,126

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

Ty Rocheleau Work History

2006 - Present (18 years)

Commonwealth Financial Network

Disclosures

Please visit the SEC profile of Ty Rocheleau 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

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Mark Law
Iowa City, IA
Jason Young
Columbiana, OH
Eli Wynes
Iowa City, IA
Shain Steffens
Andover, NJ
Derenig Kostikian
Waltham, MA
Stephen Astle
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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