Scott
Dolitsky

Commonwealth Financial Network

CRD#1836209
Investment Advisor
in Saint Louis, MO

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About this Advisor

Scott Dolitsky is a certified financial planner based out of Saint Louis, Missouri who has 18 years of industry experience. Dolitsky is an advisor for Commonwealth Financial Network. Over the course of their career, Dolitsky has held roles at Commonwealth Financial Network and D&B Strategic Wealth. Dolitsky has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Missouri. Commonwealth Financial Network is an advisory firm operating out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 advisors. It oversees $146 billion in assets under management across its 585,629 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company 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. Fees charged by financial advisors are based on which services the firm provides the client. Fee types charged by Commonwealth Financial Network most likely consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

18 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

1001 Craig Road Suite 474
Saint Louis, MO 63146

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

MO Average: 118
Total Number of Accounts

585,629

MO Average: 4,567
Average Account Size

$249,965

MO Average: $3,506,186

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

Scott Dolitsky Work History

Scott has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Commonwealth Financial Network

2005 - Present (19 years)

D&B Strategic Wealth

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott Dolitsky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Garrett Forsberg
Plymouth, MA
Samuel Rich
Waltham, MA
Mark Kutzke
Rochester, MN
Sviatlana Maslava
New York, NY
Jason Wright
Saint George, UT
Sean Roche
Waltham, MA
Tyler Price
Kennewick, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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