Peter
Coopersmith

Commonwealth Financial Network

CRD#1256315
Investment Advisor
in Waldoboro, ME

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About this Advisor

Peter Coopersmith is a financial advisor operating in Waldoboro, Maine with a total of 20 years of relevant experience. Coopersmith is currently employed by Commonwealth Financial Network. They have been with Commonwealth Financial Network for the entirety of their career. Coopersmith maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can operate in Maine. Commonwealth Financial Network is an advisory company that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 advisors. It administers $146 billion in assets between its 585,629 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 2,108 charitable organizations. 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. The company performs 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 management fees largely are based on the financial services offered. However, fees billed by Commonwealth Financial Network most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

20 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

1030 Gross Neck Rd
Waldoboro, ME 04572

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

ME Average: 118
Total Number of Accounts

585,629

ME Average: 4,567
Average Account Size

$249,965

ME 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

Peter Coopersmith Work History

Peter has been registered as a financial advisor for 20 years.*

1996 - Present (28 years)

Commonwealth Equity Services, 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 Peter Coopersmith 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
John Cronin
East Syracuse, NY
Stephen Cefalu
Jacksonville, FL
Mark Kutzke
Rochester, MN
Sviatlana Maslava
New York, NY
Stephanni Sharp
San Diego, CA
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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