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 based in Peabody, Massachusetts. Currently an advisor with Commonwealth Financial Network, Sweeney has 10 years of professional experience. Sweeney holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Sweeney can serve investors based out of Massachusetts. Their career trajectory has included roles at Eaton Vance Management, Commonwealth Financial Network and Capital Management Partners, LLC. Commonwealth Financial Network is headquartered in Peabody, Massachusetts, and has 1,090 brick-and-mortar locations in the nation. In total, Commonwealth Financial Network oversees $81 billion in assets throughout 335,560 client accounts and retains more than 3,200 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 328,891 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Commonwealth Financial Network provides 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 63, Series 65

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

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 10 years of experience.

2016 - Present (3 years)

Commonwealth Financial Network

2016 - Present (3 years)

Capital Management Partners, LLC

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

Michael Ball
Overland Park, KS
Alisha Butterfield
Rapid City, SD
Brandon Luke
Kahului, HI
Kyle Hagan-Collins
Warwick, RI
Alexander Bartholomew
Worcester, MA
Thomas Muscato
Pittsford, NY
Brooke Fleming
Westborough, MA
Brent Caswell
Overland Park, KS

This content was compiled from the SEC and FINRA.

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