Daniel
Santanello

Commonwealth Financial Network

CRD#1158062
Investment Advisor
in Peabody, MA

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About this Advisor

Daniel Santanello is a financial advisor operating out of Peabody, Massachusetts, who has 11 years of work experience. Santanello is on the advisory team at Commonwealth Financial Network. Over the course of their career, they have held roles at Winslow, Evans & Crocker, Inc, Commonwealth Financial Network and Capital Management Partners, LLC. Santanello maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Commonwealth Financial Network is a firm that has its headquarters in Peabody, Massachusetts. The company has offices in 1,090 locations and a total of 3,350 advisors. It manages $85 billion in total assets across its 388,288 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 259 charitable organizations. Of its 388,288 customer accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets. Commonwealth Financial Network provides 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. Financial advisory fees usually depend on the type of financial services offered. However, fee types billed by Commonwealth Financial Network may include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

Yes

Office Location

100 Corporate Place Suites 304 and 306
Peabody, MA 01960

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

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

3,350

MA Average: 118
Total Number of Accounts

388,288

MA Average: 4,567
Average Account Size

$219,462

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

Daniel Santanello Work History

Daniel has 12 years of experience.

2017 - Present (3 years)

Commonwealth Financial Network

2017 - Present (3 years)

Capital Management Partners, LLC

2008 - 2017 (9 years)

Winslow, Evans & Crocker, Inc

Disclosures

Daniel Santanello has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Brendan Stringer
Arlington, VA
Joseph Gugino
Waltham, MA
Brian Beaulieu
Camden, ME
Ryan Sant
Lynnwood, WA
John Farrell
Waltham, MA
Joanne Mungall
San Jose, CA
Brian Bean
Norfolk, VA

This content was compiled from the SEC and FINRA.

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