Anthony
Palomba
Commonwealth Financial Network
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About this Advisor
Anthony Palomba is a financial advisor operating out of Monroe, Connecticut with a total of 16 years of relevant experience. Palomba is an advisor for Commonwealth Financial Network. Throughout their career, Palomba has worked at Soundview Financial Associates, Commonwealth Financial Network and Heritage Private Wealth Management. Palomba maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut. Commonwealth Financial Network is a company operating out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 people on staff. It has $146 billion in total assets among its 585,629 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% are held by high-net-worth investors who have at least $1 million in investable assets. Commonwealth Financial Network has 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 for financial management vary depending on which service is provided. Fees charged by Commonwealth Financial Network can be comprised 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
Anthony Palomba Work History
Anthony has been registered as a financial advisor for 16 years.*
Commonwealth Financial Network
Heritage Private Wealth Management
Soundview Financial Associates
Commonwealth Financial Network
*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 Palomba 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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