Scott
Mccaffery

Commonwealth Financial Network

CRD#4934766
Investment Advisor
in Warren, NJ

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About this Advisor

Scott Mccaffery is a financial advisor based in Warren, New Jersey who has 16 years of industry experience. Mccaffery is currently employed by Commonwealth Financial Network. The advisor has gained experience at Commonwealth Financial Network and Warren Wealth Associates. Mccaffery has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in New Jersey. Commonwealth Financial Network is a firm headquartered in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 financial advisors. It has $146 billion in total assets between its 585,629 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 2,108 charitable organizations. Of its 585,629 accounts, just 4% are associated with high-net-worth investors who have at least $1 million in assets. Commonwealth Financial Network provides a number 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 fees typically are based on which service is provided. Fee types billed by Commonwealth Financial Network can consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 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

28 Mountain Blvd
Warren, NJ 07059

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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

Scott Mccaffery Work History

Scott has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Commonwealth Financial Network

2007 - Present (17 years)

Warren Wealth Associates

*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 Mccaffery 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
Alex Rusinowitz
Garden City, NY
Alejandro Biagiotti
Bedford, NH
Tyler Price
Kennewick, WA
Sean Roche
Waltham, MA
Jason Wright
Saint George, UT
Sviatlana Maslava
New York, NY
Mark Kutzke
Rochester, MN

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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