Commonwealth Financial Network
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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
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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.
Commonwealth Financial Network
Capital Management Partners, LLC
Winslow, Evans & Crocker, Inc
Daniel Santanello has disclosures.
Please visit their SEC profile for more details.
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