John
Gregorio

Commonwealth Financial Network

CRD#4060042
Investment Advisor
in Peabody, MA

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About this Advisor

John Gregorio is a financial advisor in Peabody, Massachusetts. Currently a registered investment advisor with Commonwealth Financial Network, they have accumulated 12 years of professional experience. Gregorio holds Series 63 and Series 66 licenses, qualifying the advisor as a securities representative. Gregorio can serve investors in Massachusetts. Over the course of their career, they have held roles at Commonwealth Financial Network, Capital Management Partners, LLC and B&M Insurance. Commonwealth Financial Network is based out of Peabody, Massachusetts, and has 1,090 additional brick-and-mortar locations in the nation. In aggregate, Commonwealth Financial Network manages $85 billion in assets covering 388,288 client accounts and retains more than 3,350 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 379,505 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. 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, Series 66

Years of Experience

13 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 Gregorio Work History

John has 13 years of experience.

2009 - Present (11 years)

B&M Insurance

2007 - Present (13 years)

Commonwealth Financial Network

2007 - Present (13 years)

Capital Management Partners, LLC

Disclosures

John Gregorio has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Ryan Sant
Lynnwood, WA
Karen Tupitza
Fairfax, VA
Joanne Mungall
San Jose, CA
Charles Carter
Phoenix, AZ
Brian Bean
Norfolk, VA
John Farrell
Waltham, MA
Jodene Gibbs
Reston, VA

This content was compiled from the SEC and FINRA.

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