Gabor
Nagy

Commonwealth Financial Network

CRD#2491195
Investment Advisor
in Mendham, NJ

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About this Advisor

Gabor Nagy is a certified financial planner and chartered financial consultant working in Mendham, New Jersey who has 10 years of relevant experience. Nagy currently works for Commonwealth Financial Network. Over the course of their career, they have held roles at Commonwealth Financial Network and Mendham Wealth Partners, LLC. Nagy holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey. Commonwealth Financial Network is a business operating out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 advisors. It manages $146 billion in assets under management across its 585,629 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 client accounts, just 4% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business offers a wide set of services, including 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 fee schedules largely are based on which services are offered. Fees charged by Commonwealth Financial Network can include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

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 Cold Hill Road Building 20, Suite F
Mendham, NJ 07945

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

NJ Average: 118
Total Number of Accounts

585,629

NJ Average: 4,567
Average Account Size

$249,965

NJ 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

Gabor Nagy Work History

Gabor has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Commonwealth Financial Network

2013 - Present (11 years)

Mendham Wealth Partners, LLC

*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 Gabor Nagy 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
Jason Wright
Saint George, UT
Alejandro Biagiotti
Bedford, NH
Samuel Rich
Waltham, MA
Stephen Cefalu
Jacksonville, FL
Peter Leonczyk
Ludlow, MA
John Cronin
East Syracuse, NY
Sviatlana Maslava
New York, NY

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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