Amy
Bovaird

Commonwealth Financial Network

CRD#7225134
Investment Advisor
in Hadley, MA

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About this Advisor

Amy Bovaird is a financial advisor based in Hadley, Massachusetts with 1 year of relevant experience. Bovaird currently works for Commonwealth Financial Network. Bovaird has gained experience at Edward Jones, Northampton Radio Group/Saga Communications, Organic Trade Association, Commonwealth Financial Network and Curran And Keegan Financial. Bovaird has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Commonwealth Financial Network is an advisory company operating out of 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 among its 585,629 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 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 number 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. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees charged by Commonwealth Financial Network likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

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

104 Middle Street
Hadley, MA 01035

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

MA Average: 118
Total Number of Accounts

585,629

MA Average: 4,567
Average Account Size

$249,965

MA 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

Amy Bovaird Work History

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

2022 - Present (2 years)

Commonwealth Financial Network

2022 - Present (2 years)

Curran And Keegan Financial

2022 - 2022 (< 1 year)

Commonwealth Financial Network

2022 - 2022 (< 1 year)

Curran And Keegan Financial

2020 - 2022 (2 years)

Edward Jones

2018 - 2020 (2 years)

Northampton Radio Group/Saga Communications

2011 - 2017 (6 years)

Organic Trade Association

*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 Amy Bovaird 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
Megan Berkowitz
Westborough, MA
Michael Cantor
East Lansing, MI
Gabor Nagy
Mendham, NJ
Richard Carlquist
San Diego, CA
Amy Deer
Burlington, MA
Christopher Lamal
Green Bay, WI
Deanna Morell
Palmyra, NY

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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