Matthew
Geremia

Commonwealth Financial Network

CRD#6355547
Investment Advisor
in Medfield, MA

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About this Advisor

Matthew Geremia is a financial advisor working out of Medfield, Massachusetts, who has been in the advisory business for 12 years. Geremia is an employee of Commonwealth Financial Network. Their career trajectory has included roles at Northwestern Mutual, Insight Global, Forman School, Michael Kors, St. Lawrence University, Commonwealth Financial Network and Ashwood Advisors, LLC. Geremia has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Commonwealth Financial Network is a financial advisory business that has its headquarters in Medfield, Massachusetts. The company has offices in 1,275 locations and a total of 4,000 financial advisors. It controls $162 billion in total assets across its 540,172 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 432 charitable organizations. Of its 540,172 customer accounts, just 10% are held by high-net-worth individuals who have greater than $1 million in assets. Commonwealth Financial Network has a diverse assortment 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. Fees charged by financial advisors largely depend on which services are provided. However, fee types charged by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

5 North Meadows Road 2Cd Fl. Unit 1D
Medfield, MA 02052

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$161,852,722,626

MA Average: $16,012,751,954
Total Number of Employees

4,000

MA Average: 118
Total Number of Accounts

540,172

MA Average: 4,567
Average Account Size

$299,632

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

Matthew Geremia Work History

Matthew has 12 years of experience.

2018 - Present (4 years)

Commonwealth Financial Network

2017 - Present (5 years)

Ashwood Advisors, LLC

2017 - 2017 (< 1 year)

Northwestern Mutual

2017 - 2017 (< 1 year)

Insight Global

2015 - 2017 (2 years)

Forman School

2015 - 2015 (< 1 year)

Michael Kors

2010 - 2015 (5 years)

St. Lawrence University

Disclosures

Matthew Geremia has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Margot Craig
Chicago, IL
Mihai Popa
Burlington, MA
Stephen Gingerella
Waltham, MA
Jessie Harris
Cary, NC
Parichart Arredondo
Dallas, TX
Daniel Schmidt
Brookfield, WI
Elizabeth Campbell
North Smithfield, RI

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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