Stephen
Cefalu

Commonwealth Financial Network

CRD#6171745
Investment Advisor
in Jacksonville, FL

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About this Advisor

Stephen Cefalu is a financial advisor working out of Jacksonville, Florida. Cefalu currently works for Commonwealth Financial Network. The advisor has gained experience at Lincoln Financial Advisors Corporation and Commonwealth Financial Network. Cefalu maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Florida. Commonwealth Financial Network is a registered investment firm headquartered in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 advisors. It has $146 billion in assets between its 585,629 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 client accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Commonwealth Financial Network performs a wide range 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. Financial advisory fees largely depend on the type of financial services offered. However, fee types billed by Commonwealth Financial Network can consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

4600 Touchton Road E Building 200, Suite 150
Jacksonville, FL 32246

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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

Stephen Cefalu Work History

Stephen has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Commonwealth Financial Network

2016 - 2023 (7 years)

Lincoln Financial Advisors Corporation

2014 - 2016 (2 years)

Lincoln Financial Advisors Corporation

2013 - 2014 (1 year)

Lincoln Financial Advisors Corporation

*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 Stephen Cefalu 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
Blake Asbury
Alpharetta, GA
Tyler Price
Kennewick, WA
Sviatlana Maslava
New York, NY
Laura Clem
San Diego, CA
Garrett Forsberg
Plymouth, MA
Stephen Cefalu
Jacksonville, FL
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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