Amy
Kitson

Commonwealth Financial Network

CRD#5890921
Investment Advisor
in Waltham, MA

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About this Advisor

Amy Kitson is an investment advisor in Waltham, Massachusetts. Currently a registered financial advisor with Commonwealth Financial Network, Kitson has 10 years of work experience. Kitson maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Kitson can work with customers based out of Massachusetts. Their career trajectory has included roles at Commonwealth Financial Network and Elwyn Institute. Commonwealth Financial Network is based out of Waltham, Massachusetts, and has 1,090 other brick-and-mortar locations in the United States. Overall, Commonwealth Financial Network oversees $111 billion in assets throughout 436,517 client accounts and retains more than 3,400 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Commonwealth Financial Network can offer 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

One University Office Park 29 and 95 Sawyer Road
Waltham, MA 02453

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

MA Average: 118
Total Number of Accounts

436,517

MA Average: 4,567
Average Account Size

$255,295

MA Average: $3,506,186

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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 Kitson Work History

Amy has 10 years of experience.

2011 - Present (11 years)

Commonwealth Financial Network

2010 - 2010 (< 1 year)

Elwyn Institute

Disclosures

Amy Kitson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Sophie Halpin
Falmouth, ME
Cameron Kashani
Merrillville, IN
John Farrell
Waltham, MA
Michael Fish
Marlboro, NJ
Paul Kim
Great Neck, NY
Amy Palmer
San Diego, CA
Curtis Arnold
Madison, WI

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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