Commonwealth Financial Network

Investment Advisor
in Medfield, MA

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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

Series 66

Years of Experience

10 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



Office Location

5 North Meadows Road
Medfield, MA 02052

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management


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


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


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 10 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


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
Matthew Geremia
Medfield, MA
Matthew Glova
Raleigh, NC
Vanessa Jilot
Sausalito, CA
Mark Mcevily
Dayton, OH
Robert Moore
Troy, MI
Keith Blakeman
Scottsdale, AZ
Stephan Hess
Harrisonburg, VA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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.

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