David
Ferrucci
Commonwealth Financial Network
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About this Advisor
David Ferrucci is a financial advisor working in Essex, Connecticut with 22 years of industry experience. Ferrucci is currently employed by Commonwealth Financial Network. Over the course of their career, they have held roles at Commonwealth Financial Network and Ferrucci Financial Services Corp. Ferrucci holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut and Massachusetts. Commonwealth Financial Network is a financial advisory firm based out of Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 employees. It handles $146 billion in assets under management between its 585,629 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to 2,108 charitable organizations. Of its 585,629 customer accounts, just 4% are held by high-net-worth investors who have greater than $1 million in investable assets. Commonwealth Financial Network provides a number of services, including 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. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fee types billed by Commonwealth Financial Network likely are comprised of any blend 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
David Ferrucci Work History
David has been registered as a financial advisor for 22 years.*
Commonwealth Financial Network
Ferrucci Financial Services Corp
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 David Ferrucci 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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