Edward
Perry

Commonwealth Financial Network

CRD#2455574
Investment Advisor
in Saint Charles, IL

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About this Advisor

Edward Perry is a certified financial planner who works out of Saint Charles, Illinois with a total of 15 years of relevant experience. Perry is an advisor for Commonwealth Financial Network. Over the course of their career, Perry has held roles at The Law Offices Of Fitzgerlad & Perry, Fitzgerald & Perry, P.C and Commonwealth Financial Network. Perry holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Commonwealth Financial Network is a business operating out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 advisors. It manages $146 billion in assets under management between its 585,629 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 accounts, just 4% belong to high-net-worth investors who have at least $1 million in assets. Commonwealth Financial Network offers 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. Fees for financial advisory services vary depending on which services the firm provides the client. However, fee types charged by Commonwealth Financial Network may include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

15 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

22 N. 4Th Street
Saint Charles, IL 60174

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

IL Average: 118
Total Number of Accounts

585,629

IL Average: 4,567
Average Account Size

$249,965

IL 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

Edward Perry Work History

Edward has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Fitzgerald & Perry, P.C

2008 - Present (16 years)

Commonwealth Financial Network

1999 - Present (25 years)

The Law Offices Of Fitzgerlad & Perry

*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 Edward Perry 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
Tristan Garrett
Lombard, IL
Samuel Rich
Waltham, MA
Jason Wright
Saint George, UT
Stephanni Sharp
San Diego, CA
Seth Penney
Iowa City, IA
Peter Leonczyk
Ludlow, MA
Stephen Cefalu
Jacksonville, FL

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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