Michael
Alexander

Commonwealth Financial Network

CRD#4285041
Investment Advisor
in Stamford, CT

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About this Advisor

Michael Alexander is a financial advisor based in Stamford, Connecticut, working with Commonwealth Financial Network. Michael has previously held positions at Kolbrenner & Alexander, LLC, Us Financial Advisors, LLC, Lpl Financial, LLC, Commonwealth Financial Network, and Holbrook Wealth Advisors. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Michael is part of Commonwealth Financial Network, which operates out of Stamford, 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 63, Series 65, Personal Financial Specialist

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

Stamford, CT

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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

Michael Alexander Work History

2019 - Present (5 years)

Commonwealth Financial Network

2019 - Present (5 years)

Holbrook Wealth Advisors

2011 - 2019 (8 years)

Lpl Financial, LLC

2003 - 2019 (16 years)

Us Financial Advisors, LLC

1989 - 2019 (30 years)

Kolbrenner & Alexander, LLC

Disclosures

Please visit the SEC profile of Michael Alexander 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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