Evan
Pappazisis

Commonwealth Financial Network

CRD#6832469
Investment Advisor
in Waltham, MA

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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

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

29 Sawyer Road
Waltham, MA 02453-3483

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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

Evan Pappazisis Work History

Evan has 10 years of experience.

2017 - Present (5 years)

Commonwealth Financial Network

2015 - 2017 (2 years)

National Regulatory Services

2014 - 2015 (1 year)

Univeristy Of Massachusetts Boston

2012 - 2014 (2 years)

Dunkin' Donuts

2010 - 2012 (2 years)

Chipotle Mexican Grille

Disclosures

Evan Pappazisis has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Katherine Olson
Sacramento, CA
Joshua Cannata
Roselle, IL
Andrew Widmann
Bowie, MD
Micah Crabdree
Payson, AZ
Magdalena Johndrow
Farmington, CT
Steven Lowe
Glastonbury, CT
Melissa Phillippi
Wilmington, NC

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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