Brendan
Bullett

Commonwealth Financial Network

CRD#4477713
Investment Advisor
in North Adams, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Brendan Bullett is a financial advisor based in North Adams, Massachusetts, who has been in the advisory business for 10 years. Bullett is on the advisory team at Commonwealth Financial Network. Their career trajectory has included roles at Commonwealth Financial Network and Mountainone Bank Dba Mountainone Investment Group. Bullett has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in Massachusetts. Commonwealth Financial Network is a company operating out of North Adams, Massachusetts. The company has offices in 1,090 locations and a total of 3,400 employees. It has $111 billion in assets under management among its 436,517 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 277 charitable organizations. Of its 436,517 client accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets. Commonwealth Financial Network performs a diverse array 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. Financial management fee schedules usually depend on the financial services. Fees billed by Commonwealth Financial Network can be comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, 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

85 Main Street Suite 100
North Adams, MA 01247

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Brendan Bullett Work History

Brendan has 10 years of experience.

2010 - Present (12 years)

Commonwealth Financial Network

2010 - Present (12 years)

Mountainone Bank Dba Mountainone Investment Group

Disclosures

Brendan Bullett has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Joelle Spear
Framingham, MA
Michael Stone
Carrollton, GA
Michael Dozois
San Diego, CA
John Farrell
Waltham, MA
Edward Bothfeld
Lake Forest, IL
Paul Kim
Great Neck, NY

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started