Andrew
Miner

Commonwealth Financial Network

CRD#5787446
Investment Advisor
in Waltham, MA

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About this Advisor

Andrew Miner is an investment advisor in Waltham, Massachusetts. Currently an investment advisor at Commonwealth Financial Network, they have accumulated 10 years of work experience. Miner has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Miner can work with customers in Massachusetts. Over the course of their career, they have held roles at Avian Securities, LLC, Sni Companies and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Waltham, Massachusetts, and operates out of 1,090 locations throughout the nation. As a company, Commonwealth Financial Network oversees $111 billion in assets throughout 436,517 accounts and employs more than 3,400 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Commonwealth Financial Network provides 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

Andrew Miner Work History

Andrew has 10 years of experience.

2013 - Present (8 years)

Commonwealth Financial Network

2013 - 2013 (< 1 year)

Sni Companies

2010 - 2013 (3 years)

Avian Securities, LLC

Disclosures

Andrew Miner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Corinne Kurucza
Great Neck, NY
Robert Moore
Troy, MI
Mario Alvino
Glastonbury, CT
William Corder
San Diego, CA
William Gallagher
Wilmington, DE
Laura Woods
Lutz, FL
Gilberto Bermea
Laredo, TX

This content was 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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