Allison
Schwartz
Commonwealth Financial Network
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About this Advisor
Allison Schwartz is a financial advisor based in Troy, Michigan, working with Commonwealth Financial Network. Allison has previously held positions at Wayne State University, Metlife Premier Client Group, Dba Center For Wealth Management, Mass Mutual Great Lakes, Dba Center For Wealth Management, Commonwealth Financial Network, Dba Center For Wealth Management, Automotive Industry Action Group, Msx International, and Commonwealth Financial Network. Allison has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Allison is part of Commonwealth Financial Network, which operates out of Troy, Michigan. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
Allison Schwartz Work History
Commonwealth Financial Network
Commonwealth Financial Network, Dba Center For Wealth Management
Mass Mutual Great Lakes, Dba Center For Wealth Management
Msx International
Metlife Premier Client Group, Dba Center For Wealth Management
Automotive Industry Action Group
Metlife Premier Client Group, Dba Center For Wealth Management
Wayne State University
Disclosures
Please visit the SEC profile of Allison Schwartz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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