Anthony
Migliozzi

Commonwealth Financial Network

CRD#4796101
Investment Advisor
in West Hartford, CT

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About this Advisor

Anthony Migliozzi is a financial advisor operating out of West Hartford, Connecticut with 2 years of industry experience. Migliozzi is on the advisory team at Commonwealth Financial Network. Throughout their career, they have worked at Pruco Securities, LLC, The Prudential Insurance Company Of America, Edward Jones, Innovative Wealth Managers and Commonwealth Financial Network. Migliozzi holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in Connecticut. Commonwealth Financial Network is an advisory firm operating out of Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 people on staff. It manages $146 billion in assets under management across its 585,629 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company performs a number 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 usually are based on which services are provided. However, fee types charged by Commonwealth Financial Network likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

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

10 North Main Street Suite 216
West Hartford, CT 06107

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

CT Average: 118
Total Number of Accounts

585,629

CT Average: 4,567
Average Account Size

$249,965

CT 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

Anthony Migliozzi Work History

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

2021 - Present (3 years)

Innovative Wealth Managers

2021 - Present (3 years)

Commonwealth Financial Network

2014 - 2021 (7 years)

Edward Jones

2013 - 2014 (1 year)

Pruco Securities, LLC

2013 - 2014 (1 year)

The Prudential Insurance Company Of America

*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 Anthony Migliozzi 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
Christopher Mitchell
Waltham, MA
Alejandro Biagiotti
Bedford, NH
Jason Wright
Saint George, UT
Blake Asbury
Alpharetta, GA
Seth Penney
Iowa City, IA
Samuel Rich
Waltham, MA
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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