Brian
Ake

Commonwealth Financial Network

CRD#6536397
Investment Advisor
in Stuart, FL

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About this Advisor

Brian Ake is a financial advisor operating in Stuart, Florida who has 4 years of relevant experience. Ake is on the advisory team at Commonwealth Financial Network. During their career, Ake has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Pnc Bank, Bank Of America, N.A, Commonwealth Financial Network and Strategic Retirement Group. Ake has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Commonwealth Financial Network is an advisory company that has its headquarters in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 financial advisors. It manages $146 billion in total assets among its 585,629 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Commonwealth Financial Network has a broad assortment of services, such as 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 management usually are based on the services offered. Fee types billed by Commonwealth Financial Network likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

515 Sw Camden Ave
Stuart, FL 34994

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

FL Average: 118
Total Number of Accounts

585,629

FL Average: 4,567
Average Account Size

$249,965

FL 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

Brian Ake Work History

Brian has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Commonwealth Financial Network

2019 - Present (5 years)

Strategic Retirement Group

2015 - 2019 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2019 (4 years)

Bank Of America, N.A

2010 - 2015 (5 years)

Pnc Bank

*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 Brian Ake 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
Peter Leonczyk
Ludlow, MA
Mark Kutzke
Rochester, MN
Alejandro Biagiotti
Bedford, NH
Stephen Cefalu
Jacksonville, FL
Tyler Price
Kennewick, WA
Samuel Rich
Waltham, MA
John Cronin
East Syracuse, NY

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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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