David
Attolino

Commonwealth Financial Network

CRD#7264114
Investment Advisor
in Shelton, CT

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About this Advisor

David Attolino is a financial advisor based in Shelton, Connecticut, working with Commonwealth Financial Network. David has previously held positions at Dimatteo Group Financial Services, Aerotek, Saisystems, Medtech, Great River Golf Club, University Of Connecticut, and Commonwealth Financial Network. David has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Connecticut. Currently, David is part of Commonwealth Financial Network, which operates out of Shelton, Connecticut. 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 65, Series 63

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

1000 Bridgeport Avenue Suite 506
Shelton, CT 06484

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

CT Average: 118
Total Number of Accounts

623,075

CT Average: 4,567
Average Account Size

$284,126

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

David Attolino Work History

2020 - Present (4 years)

Dimatteo Group Financial Services

2020 - Present (4 years)

Commonwealth Financial Network

2019 - 2020 (1 year)

Aerotek

2019 - 2019 (< 1 year)

Saisystems

2017 - 2019 (2 years)

Medtech

2014 - 2017 (3 years)

University Of Connecticut

2011 - 2018 (7 years)

Great River Golf Club

Disclosures

Please visit the SEC profile of David Attolino 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
Caleb Sams
Brentwood, TN
Thomas Keefer
Berwyn, PA
Allen Vitale
Rochester, NY
Casey Giraud
Allentown, PA
Paul Trinh
Washington, DC
John Mccann
Glastonbury, CT

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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