David
Fedor

Commonwealth Financial Network

CRD#2467626
Investment Advisor
in West Springfield, MA

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About this Advisor

David Fedor is a certified financial planner operating out of West Springfield, Massachusetts, with 10 years of financial industry experience. Fedor currently works for Commonwealth Financial Network. The advisor has gained experience at Fedor Financial Group and Commonwealth Financial Network. Fedor has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Commonwealth Financial Network is an advisory company that has its headquarters in West Springfield, Massachusetts. The investment advisory business has offices in 1,090 locations and a total of 3,400 employees. It has $111 billion in assets across its 436,517 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 277 charitable organizations. Of its 436,517 client accounts, just 4% are associated with high-net-worth clients who have more than $1 million in assets. Commonwealth Financial Network provides a number of services, including 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 management fees vary depending on which services the firm provides the client. However, fees billed by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, 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

1252 Elm Street Suite 11
West Springfield, MA 01089

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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

David Fedor Work History

David has 10 years of experience.

2010 - Present (12 years)

Fedor Financial Group

2010 - Present (12 years)

Commonwealth Financial Network

Disclosures

David Fedor has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Matthew Geremia
Medfield, MA
Matthew Glova
Raleigh, NC
Vanessa Jilot
Sausalito, CA
Mark Mcevily
Dayton, OH
Robert Moore
Troy, MI
Keith Blakeman
Scottsdale, AZ
Stephan Hess
Harrisonburg, VA

The content in this profile was updated on 08/06/2020, using data 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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