Zachary
Wielgoszinski
Commonwealth Financial Network
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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.*
Commonwealth Financial Network
Hub International New England, LLC
Morgan Stanley
Cetera Advisors
Iis Financial Services
Equiscript, LLC
Fidelity Brokerage Services LLC
E*Trade Capital Management LLC
Fidelity Brokerage Services
Nh Tomahawks
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.
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