Michael
Paris

Commonwealth Financial Network

CRD#5087636
Investment Advisor
in Lawrence Township, NJ

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About this Advisor

Michael Paris is a financial advisor working in Lawrence Township, New Jersey with 6 years of relevant experience. Paris is on the advisory team at Commonwealth Financial Network. During their career, the advisor has held roles at National Planning Corporation, Aci Partners, LLC, Paris International Corp and Commonwealth Financial Network. Paris maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey and New York. Commonwealth Financial Network is an advisory business headquartered in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 people on staff. It manages $146 billion in total assets between its 585,629 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are associated with high-net-worth investors who have at least $1 million in assets. Commonwealth Financial Network performs 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 typically depend on which service is provided. Fees billed by Commonwealth Financial Network most likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

6 Gordon Avenue
Lawrence Township, NJ 08648

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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

Michael Paris Work History

Michael has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Commonwealth Financial Network

2006 - Present (18 years)

Paris International Corp

2013 - 2017 (4 years)

Aci Partners, LLC

2006 - 2017 (11 years)

National Planning Corporation

*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 Michael Paris 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
Blake Asbury
Alpharetta, GA
Mark Kutzke
Rochester, MN
Alex Rusinowitz
Garden City, NY
Alejandro Biagiotti
Bedford, NH
Sviatlana Maslava
New York, NY
Stephen Cefalu
Jacksonville, FL
Samuel Rich
Waltham, MA

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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