Bryan
Mcdavitt

Commonwealth Financial Network

CRD#6194237
Investment Advisor
in Shrewsbury, MA

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About this Advisor

Bryan Mcdavitt is a financial advisor working out of Shrewsbury, Massachusetts, who has 9 years of industry experience. Mcdavitt is an advisor for Commonwealth Financial Network. Throughout their career, Mcdavitt has worked at Team Impact, Inc, Commonwealth Financial Network and Mcdavitt Wealth Management. Mcdavitt has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Commonwealth Financial Network is a registered investment firm that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 financial advisors. It manages $146 billion in assets across its 585,629 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 client accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a wide assortment 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. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fees charged by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

9 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

Office Location

181 Main Street Suite 200
Shrewsbury, MA 01545

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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

Bryan Mcdavitt Work History

Bryan has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Commonwealth Financial Network

2014 - Present (10 years)

Mcdavitt Wealth Management

2011 - 2014 (3 years)

Team Impact, Inc

*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 Bryan Mcdavitt 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
Jason Wright
Saint George, UT
Mark Kutzke
Rochester, MN
Alejandro Biagiotti
Bedford, NH
Tyler Price
Kennewick, WA
Peter Leonczyk
Ludlow, MA
John Cronin
East Syracuse, NY
Sviatlana Maslava
New York, 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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