Richard
Lebranti

Commonwealth Financial Network

CRD#4255558
Investment Advisor
in Burlington, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Richard Lebranti is an investment advisor located in Burlington, Massachusetts. Currently a registered advisor with Commonwealth Financial Network, Lebranti has 10 years of professional experience. Lebranti has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Lebranti is able to operate based out of Massachusetts. Over the course of their career, Lebranti has held roles at Doble Lebranti Financial Group and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Burlington, Massachusetts, and has 1,090 brick-and-mortar locations in the country. As a company, Commonwealth Financial Network manages $111 billion in assets across 436,517 client accounts and retains more than 3,400 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the nation. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. 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 65

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

Disclosures

No

Office Location

5 Burlington Woods Suites 102 and 104
Burlington, MA 01803

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

MA Average: 118
Total Number of Accounts

436,517

MA Average: 4,567
Average Account Size

$255,295

MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Richard Lebranti Work History

Richard has 10 years of experience.

2010 - Present (12 years)

Doble Lebranti Financial Group

2010 - Present (12 years)

Commonwealth Financial Network

Disclosures

Richard Lebranti has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
James Quinlan
Plymouth, MA
Laura Jastrab
Waltham, MA
George Watson
Columbia, MD
Mark Stephenson
Springfield, OH
Paul Trinh
Washington, DC
Christina Mccalla
Waltham, MA
Keith Blakeman
Scottsdale, AZ

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started