Edmund
Leparskas

Commonwealth Financial Network

CRD#7523253
Investment Advisor
in Burlington, MA

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About this Advisor

Edmund Leparskas is a certified financial planner who works in Burlington, Massachusetts with a total of 1 year of relevant experience. Leparskas is an employee of Commonwealth Financial Network. Their career trajectory has included roles at Raytheon Company, Axial Benefits Group and Commonwealth Financial Network. Leparskas has a Series 63 license, qualifying them as a securities representative, and is able to serve investors in Massachusetts. Commonwealth Financial Network is a financial advisory company operating out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 employees. It oversees $146 billion in assets across its 585,629 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 client accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company performs a number 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 typically depend on which services are offered. However, fees billed by Commonwealth Financial Network can consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

1 Van De Graaff Drive Suite 500
Burlington, MA 01803

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

MA Average: 118
Total Number of Accounts

585,629

MA Average: 4,567
Average Account Size

$249,965

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

Edmund Leparskas Work History

Edmund has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Axial Benefits Group

2022 - Present (2 years)

Commonwealth Financial Network

2022 - 2022 (< 1 year)

Commonwealth Financial Network

2009 - 2020 (11 years)

Raytheon Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Edmund Leparskas 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

Fred Scheffner
Salt Lake City, UT
Laura Clem
San Diego, CA
Mark Kutzke
Rochester, MN
Alejandro Biagiotti
Bedford, NH
Jason Wright
Saint George, UT
Alex Rusinowitz
Garden City, NY
Samuel Rich
Waltham, MA
John Cronin
East Syracuse, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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