Commonwealth Financial Network
About this Advisor
David Sawan is a financial advisor operating in Waltham, Massachusetts, who has been in the financial industry for 10 years. Sawan is currently employed by Commonwealth Financial Network. They have worked at Commonwealth Financial Network for their complete career. Sawan holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts. Commonwealth Financial Network is a financial advisory business that has its headquarters in Waltham, Massachusetts. It has offices in 1,090 locations and a total of 3,400 people on staff. It handles $111 billion in assets under management between its 436,517 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 277 charitable organizations. Of its 436,517 accounts, just 4% are held by high-net-worth investors who have at least $1 million in assets. The business has a wide array 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. Fees charged by financial advisors depend on which services the firm provides the client. Fee types charged by Commonwealth Financial Network can be comprised 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
David Sawan Work History
David has 10 years of experience.
David Sawan has no disclosures.
Please visit their SEC profile for more details.
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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.