Michael
Lane

Commonwealth Financial Network

CRD#4941264
Investment Advisor
in Glastonbury, CT

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About this Advisor

Michael Lane is a financial advisor based in Glastonbury, Connecticut with a total of 2 years of relevant experience. Lane is on the advisory team at Commonwealth Financial Network. Lane has gained experience at Leeward Financial Services, LLC, Blue Line Food Distribution Services, Inc, Fidelity, Strategic Advisers, Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Cig Private Wealth Management and Commonwealth Financial Network. Lane has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to work in Connecticut. Commonwealth Financial Network is a financial advisory firm based out of Waltham, MA. It has offices in 1,759 locations and a total of 4,300 financial advisors. It controls $146 billion in assets under management across its 585,629 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 accounts, just 4% belong to high-net-worth individuals who have at least $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. Financial advisory fees largely vary depending on which services the firm provides the client. Fees billed by Commonwealth Financial Network most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

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

180 Glastonbury Boulevard Suite 200
Glastonbury, CT 06033

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

CT Average: 118
Total Number of Accounts

585,629

CT Average: 4,567
Average Account Size

$249,965

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 Lane Work History

Michael has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cig Private Wealth Management

2021 - Present (3 years)

Commonwealth Financial Network

2016 - 2020 (4 years)

Tiaa

2016 - 2020 (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - 2016 (3 years)

Fidelity

2013 - 2016 (3 years)

Strategic Advisers, Inc

2012 - 2013 (1 year)

Blue Line Food Distribution Services, Inc

2011 - 2013 (2 years)

Leeward Financial Services, LLC

*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 Michael Lane 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

Fred Scheffner
Salt Lake City, UT
Erik Laymon
Lancaster, PA
Nicholas Loring
Greenville, RI
Adam Kittredge
Florence, MA
Patrick Bria
Durham, NC
John Esposito
Shelton, CT
Alejandro Biagiotti
Bedford, NH
Tyler Price
Kennewick, WA

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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