Daniel
Santanello

Commonwealth Financial Network

CRD#1158062
Investment Advisor
in Peabody, MA

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About this Advisor

Daniel Santanello is an advisor located in Peabody, Massachusetts. Currently an investment advisor at Commonwealth Financial Network, they have accumulated 10 years of professional experience in the financial advisory industry. Santanello holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Santanello is able to work with clients based out of Massachusetts. During their career, Santanello has held roles at Winslow, Evans & Crocker, Inc, Capital Management Partners, LLC and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Peabody, Massachusetts, and operates out of 1,090 additional locations across the nation. As a company, Commonwealth Financial Network manages $81 billion in assets throughout 335,560 client accounts and employs more than 3,200 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 328,891 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the firm's investors are high-net-worth individuals, meaning they have more than $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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

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 10 years of experience.

2017 - Present (2 years)

Capital Management Partners, LLC

2017 - Present (2 years)

Commonwealth Financial Network

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

Michael Ball
Overland Park, KS
Alisha Butterfield
Rapid City, SD
Brandon Luke
Kahului, HI
Kyle Hagan-Collins
Warwick, RI
Alexander Bartholomew
Worcester, MA
Thomas Muscato
Pittsford, NY
Brooke Fleming
Westborough, MA
Brent Caswell
Overland Park, KS

This content was compiled from the SEC and FINRA.

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