John
Gregorio

Commonwealth Financial Network

CRD#4060042
Investment Advisor
in Peabody, MA

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About this Advisor

John Gregorio is an investment advisor whose office is in Peabody, Massachusetts. Currently a registered financial advisor with Commonwealth Financial Network, Gregorio has 11 years of work experience. Gregorio maintains Series 63 and Series 66 licenses, designating the advisor as a securities agent. Gregorio is registered to serve investors based out of Massachusetts. During their career, the advisor has held roles at Commonwealth Financial Network, Capital Management Partners, LLC and B&M Insurance. Commonwealth Financial Network is headquartered in Peabody, Massachusetts, and operates out of 1,090 offices in the nation. As a company, Commonwealth Financial Network manages $81 billion in assets dispersed across 335,560 client accounts and retains more than 3,200 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 328,891 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Commonwealth Financial Network can offer 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

11 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 11 years of experience.

2009 - Present (10 years)

B&M Insurance

2007 - Present (12 years)

Commonwealth Financial Network

2007 - Present (12 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

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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