Commonwealth Financial Network
About this Advisor
Matthew Geremia is a financial advisor operating out of Medfield, Massachusetts, who has 10 years of professional experience. Geremia is on the advisory team at Commonwealth Financial Network. Over the course of their career, Geremia has held 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, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Massachusetts. Commonwealth Financial Network is a financial advisory business that has its headquarters in Medfield, Massachusetts. The investment advisory business has offices in 1,090 locations and a total of 3,400 people on staff. It handles $111 billion in total assets across its 436,517 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 277 charitable organizations. Of its 436,517 customer accounts, just 4% belong to high-net-worth clients who have more than $1 million in investable assets. The firm has a number of services, such as 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. A financial advisor's fees largely are based on which services the firm provides the client. Fees billed by Commonwealth Financial Network 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
Matthew Geremia Work History
Matthew has 10 years of experience.
Commonwealth Financial Network
Ashwood Advisors, LLC
St. Lawrence University
Matthew Geremia has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.