Theodore
Demers

Commonwealth Financial Network

CRD#5377159
Investment Advisor
in Waltham, MA

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About this Advisor

Theodore Demers is a financial advisor who works out of Waltham, Massachusetts, with a total of 12 years of work experience. Demers is on the advisory team at Commonwealth Financial Network. Throughout their career, they have worked at Usi Securities Inc and Commonwealth Financial Network. Demers has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Commonwealth Financial Network is a financial advisory firm operating in Waltham, Massachusetts. The investment advisory business has offices in 1,275 locations and a total of 4,000 people on staff. It has $162 billion in assets among its 540,172 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 432 charities and foundations. Of its 540,172 accounts, just 10% belong to high-net-worth investors who have more than $1 million in assets available to invest. Commonwealth Financial Network provides 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. Financial management fees largely vary depending on which service is provided. However, fee types billed 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

29 Sawyer Road
Waltham, MA 02453-3483

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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

Theodore Demers Work History

Theodore has 12 years of experience.

2013 - Present (9 years)

Commonwealth Financial Network

2010 - 2013 (3 years)

Usi Securities Inc

Disclosures

Theodore Demers 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
John Lohse
Wilmington, NC
Britt Myszka
Brentwood, TN
Melissa Gerhardt
Allentown, PA
Jason Hosler
Prescott, AZ
William Driver
Seattle, WA
Curtis Arnold
Madison, WI

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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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