Tristan
Garrett

Commonwealth Financial Network

CRD#6194994
Investment Advisor
in Lombard, IL

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About this Advisor

Tristan Garrett is a financial advisor working in Lombard, Illinois, with 9 years of relevant experience. Garrett is on the advisory team at Commonwealth Financial Network. Their career trajectory has included roles at Anacostia Rail Holdings Inc, Garrett Consulting Corporation and Commonwealth Financial Network. Garrett has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois. Commonwealth Financial Network is a financial advisory firm operating out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 employees. It controls $146 billion in assets under management between its 585,629 client accounts, making it one of the biggest financial advisory 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 clients who have at least $1 million in investable assets. The business has a broad set 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 typically vary depending on the services offered. Fee types charged by Commonwealth Financial Network likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

101 W. 22Nd Street Suite 200
Lombard, IL 60148

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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

Tristan Garrett Work History

Tristan has been registered as a financial advisor for 9 years.*

2013 - Present (11 years)

Garrett Consulting Corporation

2013 - Present (11 years)

Commonwealth Financial Network

2013 - 2013 (< 1 year)

Anacostia Rail Holdings Inc

*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 Tristan Garrett 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
Christopher Mitchell
Waltham, MA
Alejandro Biagiotti
Bedford, NH
Jason Wright
Saint George, UT
Blake Asbury
Alpharetta, GA
Seth Penney
Iowa City, IA
Samuel Rich
Waltham, MA
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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