Zachary
Wielgoszinski

Commonwealth Financial Network

CRD#6160455
Investment Advisor
in Cumberland Foreside, ME

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About this Advisor

Zachary Wielgoszinski is a financial advisor based out of Cumberland Foreside, Maine, with a total of 1 year of industry experience. Wielgoszinski is on the advisory team at Commonwealth Financial Network. Throughout their career, Wielgoszinski has worked at Nh Tomahawks, Fidelity Brokerage Services, E*Trade Capital Management LLC, Fidelity Brokerage Services LLC, Equiscript, LLC, Cetera Advisors, Iis Financial Services, New Hampshire Tomahawks, Morgan Stanley, Commonwealth Financial Network and Hub International New England, LLC. Wielgoszinski has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to work in Maine. Commonwealth Financial Network is a registered investment company that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 people on staff. It manages $146 billion in assets under management across its 585,629 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% belong to high-net-worth clients who have greater than $1 million in assets. Commonwealth Financial Network has a broad set 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. Financial advisory fee schedules usually depend on the services provided. Fee types 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*

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

275 Us Route One
Cumberland Foreside, ME 04110

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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

Zachary Wielgoszinski Work History

Zachary has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Commonwealth Financial Network

2022 - Present (2 years)

Hub International New England, LLC

2020 - 2022 (2 years)

Morgan Stanley

2019 - 2020 (1 year)

Cetera Advisors

2019 - 2020 (1 year)

Iis Financial Services

2018 - 2018 (< 1 year)

Equiscript, LLC

2017 - 2018 (1 year)

Fidelity Brokerage Services LLC

2016 - 2016 (< 1 year)

E*Trade Capital Management LLC

2013 - 2016 (3 years)

Fidelity Brokerage Services

2008 - 2017 (9 years)

Nh Tomahawks

2008 - 2019 (11 years)

New Hampshire Tomahawks

*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 Zachary Wielgoszinski 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
Dareth Mcalpin
Iowa City, IA
Shelby Trinkino
Littleton, CO
Michael Cantor
East Lansing, MI
Adam Kittredge
Florence, MA
Christopher Lamal
Green Bay, WI
John Esposito
Shelton, CT
Nicholas Loring
Greenville, RI

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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