Stephen
Gulish

Commonwealth Financial Network

CRD#6347603
Investment Advisor
in Shelton, CT

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About this Advisor

Stephen Gulish is a financial advisor working in Shelton, Connecticut, with a total of 10 years in the industry. Gulish is an employee of Commonwealth Financial Network. The advisor has gained experience at Lpl Financial, Race Brook Country Club, University Of Connecticut, John Hancock, John Hancock Distributors LLC, Commonwealth Financial Network and Gulish & Associates, Inc. Gulish holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Connecticut. Commonwealth Financial Network is an advisory company based in Shelton, Connecticut. It has offices in 1,090 locations and a total of 3,400 people on staff. It handles $111 billion in total assets across its 436,517 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 277 charities and foundations. Of its 436,517 customer accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. 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. Financial advisory fees are based on which services are offered. Fees billed by Commonwealth Financial Network most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

Disclosures

No

Office Location

680 Bridgeport Ave
Shelton, CT 06484

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

CT Average: 118
Total Number of Accounts

436,517

CT Average: 4,567
Average Account Size

$255,295

CT Average: $3,506,186

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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

Stephen Gulish Work History

Stephen has 10 years of experience.

2019 - Present (3 years)

Commonwealth Financial Network

2019 - Present (3 years)

Gulish & Associates, Inc

2015 - 2019 (4 years)

John Hancock

2015 - 2019 (4 years)

John Hancock Distributors LLC

2014 - 2015 (1 year)

Lpl Financial

2010 - 2013 (3 years)

Race Brook Country Club

2010 - 2014 (4 years)

University Of Connecticut

Disclosures

Stephen Gulish has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
James Quinlan
Plymouth, MA
Laura Jastrab
Waltham, MA
George Watson
Columbia, MD
Mark Stephenson
Springfield, OH
Paul Trinh
Washington, DC
Christina Mccalla
Waltham, MA
Keith Blakeman
Scottsdale, AZ

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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