David
Sawan

Commonwealth Financial Network

CRD#4500898
Investment Advisor
in Waltham, MA

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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

Series 66

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

One University Office Park 29 and 95 Sawyer Road
Waltham, MA 02453

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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 Sawan Work History

David has 10 years of experience.

2010 - Present (11 years)

Commonwealth Financial

Disclosures

David Sawan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Corinne Kurucza
Great Neck, NY
Robert Moore
Troy, MI
Mario Alvino
Glastonbury, CT
William Corder
San Diego, CA
William Gallagher
Wilmington, DE
Laura Woods
Lutz, FL
Gilberto Bermea
Laredo, TX

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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