Tyler
Zwick
Commonwealth Financial Network
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About this Advisor
Tyler Zwick is a financial advisor operating out of Grass Valley, California with 2 years of industry experience. Zwick is an advisor for Commonwealth Financial Network. The advisor has gained experience at Full Circle Financial, Green Seam Designs, Montana Ale Works, Meridian Land Surveying, United States Air Force, Bozeman Health, Custer State Park, Northern Lights Trading Company, 100 Elk Outdoor Center, Winter Park Resort, National Leadership Council, Adventure Unlimited, Montana State University and Commonwealth Financial Network. Zwick holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Commonwealth Financial Network is an advisory company based out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 advisors. It oversees $146 billion in assets between its 585,629 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Commonwealth Financial Network provides a diverse array 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 advice typically are based on which services the firm provides the client. Fees billed by Commonwealth Financial Network can include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
Tyler Zwick Work History
Tyler has been registered as a financial advisor for 2 years.*
Full Circle Financial
Commonwealth Financial Network
Full Circle Financial
Green Seam Designs
Montana Ale Works
Meridian Land Surveying
United States Air Force
Bozeman Health
Custer State Park
Northern Lights Trading Company
100 Elk Outdoor Center
Winter Park Resort
National Leadership Council
100 Elk Outdoor Center
Adventure Unlimited
Montana State University
*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 Tyler Zwick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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