Michael
Fish

Commonwealth Financial Network

CRD#5455699
Investment Advisor
in Marlboro, NJ

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

Michael Fish is a financial advisor operating in Marlboro, New Jersey, with 10 years of financial industry experience. Fish is an advisor for Commonwealth Financial Network. During their career, the advisor has held roles at Securities America Inc, Commonwealth Financial Network and Dynasty Advisors LLC Wealth Management. Fish holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey. Commonwealth Financial Network is an advisory business that has its headquarters in Marlboro, New Jersey. The investment advisory business has offices in 1,090 locations and a total of 3,400 advisors. It manages $111 billion in assets between its 436,517 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 277 charities and foundations. Of its 436,517 customer accounts, just 4% are held by high-net-worth investors who have more than $1 million in assets available to invest. Commonwealth Financial Network performs a diverse array 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. Fees for financial management typically depend on the type of services offered. Fees charged by Commonwealth Financial Network most likely 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

49 Cr-520 Suite 102
Marlboro, NJ 07746

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

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

3,400

NJ Average: 118
Total Number of Accounts

436,517

NJ Average: 4,567
Average Account Size

$255,295

NJ 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

Michael Fish Work History

Michael has 10 years of experience.

2016 - Present (5 years)

Commonwealth Financial Network

2016 - Present (5 years)

Dynasty Advisors LLC Wealth Management

2010 - 2016 (6 years)

Securities America Inc

Disclosures

Michael Fish has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Corinne Kurucza
Great Neck, NY
Robert Moore
Troy, MI
Mario Alvino
Glastonbury, CT
William Corder
San Diego, CA
William Gallagher
Wilmington, DE
Laura Woods
Lutz, FL
Gilberto Bermea
Laredo, TX

This content was 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