Commonwealth Financial Network
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Commonwealth Financial Network Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Capital Management Partners, LLC
Commonwealth Financial Network
Eaton Vance Management
Frank Sweeney has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
San Jose, CA