John
Bevilacqua

Commonwealth Financial Network

CRD#20770
Investment Advisor
in Peabody, MA

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About this Advisor

John Bevilacqua is an investment advisor whose office is in Peabody, Massachusetts. Currently an investment advisor at Commonwealth Financial Network, Bevilacqua has a notable 28 years of practice as an investment advisor. Bevilacqua maintains a Series 63 license, which qualifies them as a securities broker. Bevilacqua is able to act as a financial advisor in Massachusetts. Over the course of their career, they have held roles at Commonwealth Equity Services, Inc and Capital Management Partners, LLC. Commonwealth Financial Network is based out of Peabody, Massachusetts, and operates out of 1,090 brick-and-mortar locations throughout the nation. Overall, Commonwealth Financial Network oversees $81 billion in assets across 335,560 accounts and retains more than 3,200 people. The firm's total assets under management makes it one of the biggest firms in the country. The firm manages 328,891 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Commonwealth Financial Network offers 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

28 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

John Bevilacqua Work History

John has 28 years of experience.

1996 - Present (23 years)

Capital Management Partners, LLC

1990 - Present (29 years)

Commonwealth Equity Services, Inc

Disclosures

John Bevilacqua 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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