David
Speer

Commonwealth Financial Network

CRD#2825649
Investment Advisor
in Waltham, MA

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About this Advisor

David Speer is a financial advisor based in Waltham, Massachusetts, working with Commonwealth Financial Network. David has previously held positions at Cornerstone Financial Group and Commonwealth Financial Network. David has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, David is part of Commonwealth Financial Network, which operates out of Waltham, Massachusetts. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63

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

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

$177,031,841,416

MA Average: $16,012,751,954
Total Number of Employees

4,500

MA Average: 118
Total Number of Accounts

623,075

MA Average: 4,567
Average Account Size

$284,126

MA Average: $3,506,186

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 Speer Work History

2006 - Present (18 years)

Cornerstone Financial Group

2006 - Present (18 years)

Commonwealth Financial Network

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Disclosures

Please visit the SEC profile of David Speer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Graham Vanhorn
Sioux Falls, SD
Shain Steffens
Andover, NJ
Jill Israel
Westerville, OH
Jason Young
Columbiana, OH
Robert Holden
New York, NY
Constance King
Plymouth Meeting, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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