Daniel
Sparta

Commonwealth Financial Network

CRD#5060860
Investment Advisor
in Burlington, MA

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About this Advisor

Daniel Sparta is a certified financial planner whose office is in Burlington, Massachusetts. Currently a registered investment advisor with Commonwealth Financial Network, they have accumulated 10 years of professional experience in the financial advisory industry. Sparta has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Sparta is registered to operate in Massachusetts. Sparta has gained experience at Northeast Financial Services, Commonwealth Financial Network and Axial Financial Group. Commonwealth Financial Network is based out of Burlington, Massachusetts, and operates out of 1,090 locations in the country. As a company, Commonwealth Financial Network manages $111 billion in assets throughout 436,517 client accounts and retains more than 3,400 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Commonwealth Financial Network provides 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

5 Burlington Woods Suites 102 and 104
Burlington, MA 01803

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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

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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 Sparta Work History

Daniel has 10 years of experience.

2013 - Present (8 years)

Axial Financial Group

2010 - Present (11 years)

Commonwealth Financial Network

2010 - 2013 (3 years)

Northeast Financial Services

Disclosures

Daniel Sparta has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
William Mixdorf
Plano, TX
Daniel Flanagan
Framingham, MA
Julie Beede
Kalispell, MT
David Berman
Knoxville, TN
Sophie Halpin
Falmouth, ME
Gilberto Bermea
Laredo, TX
Matthew Glassmeyer
Cincinnati, OH

This content was compiled from the SEC and FINRA.

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.

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