Commonwealth Financial Network
About this Advisor
Evan Pappazisis is an investment advisor in Waltham, Massachusetts. Currently a registered advisor with Commonwealth Financial Network, they have gathered 10 years of professional experience in the financial advisory industry. Pappazisis maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Pappazisis is able to act as an advisor in Massachusetts. Over the course of their career, they have held roles at Commonwealth Financial Network, National Regulatory Services, Univeristy Of Massachusetts Boston, Dunkin' Donuts and Chipotle Mexican Grille. Commonwealth Financial Network is headquartered in Waltham, Massachusetts, and has 1,090 brick-and-mortar locations across the nation. Overall, Commonwealth Financial Network oversees $111 billion in assets throughout 436,517 client accounts and retains more than 3,400 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 426,927 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 4% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Commonwealth Financial Network can provide 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 firm may charge clients 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
Evan Pappazisis Work History
Evan has 10 years of experience.
Commonwealth Financial Network
National Regulatory Services
Univeristy Of Massachusetts Boston
Chipotle Mexican Grille
Evan Pappazisis has no disclosures.
Please visit their SEC profile for more details.
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