Commonwealth Financial Network
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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
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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.
Commonwealth Financial Network
Capital Management Partners, LLC
John Gregorio has no disclosures.
Please visit their SEC profile for more details.
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