Frank
Sweeney

Commonwealth Financial Network

CRD#4315470
Investment Advisor
in Peabody, MA

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About this Advisor

Frank Sweeney is a financial advisor operating out of Peabody, Massachusetts, who has been in the advisory business for 11 years. Sweeney is an employee of Commonwealth Financial Network. Throughout their career, they have worked at Eaton Vance Management, Capital Management Partners, LLC and Commonwealth Financial Network. Sweeney holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. Commonwealth Financial Network is an advisory company that has its headquarters in Peabody, Massachusetts. The firm has offices in 1,090 locations and a total of 3,350 people on staff. It manages $85 billion in total assets among its 388,288 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 259 charities and foundations. Of its 388,288 client accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a diverse array of services, including 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. Financial management fee schedules usually depend on the services provided. Fees billed by Commonwealth Financial Network likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

100 Corporate Place Suites 304 and 306
Peabody, MA 01960

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

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

3,350

MA Average: 118
Total Number of Accounts

388,288

MA Average: 4,567
Average Account Size

$219,462

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

Frank Sweeney Work History

Frank has 12 years of experience.

2016 - Present (4 years)

Capital Management Partners, LLC

2016 - Present (4 years)

Commonwealth Financial Network

2008 - 2015 (7 years)

Eaton Vance Management

Disclosures

Frank Sweeney has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Brendan Stringer
Arlington, VA
Brian Beaulieu
Camden, ME
Ryan Sant
Lynnwood, WA
Daniel Flanagan
Framingham, MA
Jodene Gibbs
Reston, VA
Joanne Mungall
San Jose, CA
Joseph Gugino
Waltham, MA

This content was compiled from the SEC and FINRA.

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