John
D'Agostino
Commonwealth Financial Network
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About this Advisor
John D'Agostino is a financial advisor working out of Prospect, Connecticut with 4 years of industry experience. D'Agostino is an employee of Commonwealth Financial Network. Over the course of their career, they have held roles at Edward Jones, Best Wise Associates, Old Dominion Univeristy, Nonnewaug High School, Oxford Science, Gottfried Somberg Wealth Management and Commonwealth Financial Network. D'Agostino has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut. Commonwealth Financial Network is a financial advisory business based in Waltham, MA. It has offices in 1,759 locations and a total of 4,300 people on staff. It controls $146 billion in total assets between its 585,629 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 2,108 charitable organizations. Of its 585,629 customer accounts, just 4% belong to high-net-worth individuals who have more than $1 million in assets. Commonwealth Financial Network has 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. Fees for financial advice largely vary depending on which services the firm provides the client. Fee types billed by Commonwealth Financial Network most likely are 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
John D'Agostino Work History
John has been registered as a financial advisor for 4 years.*
Best Wise Associates
Commonwealth Financial Network
Edward Jones
Gottfried Somberg Wealth Management
Best Wise Associates
Old Dominion Univeristy
Nonnewaug High School
Oxford Science
*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 John D'Agostino 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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