Steve
Nguyen
Commonwealth Financial Network
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About this Advisor
Steve Nguyen is a financial advisor based in Moorestown, New Jersey, working with Commonwealth Financial Network. Steve has previously held positions at Sovereign Bank, Santander Securities LLC, Wsfs Wealth Investments, Citizens Securities, Inc, and Commonwealth Financial Network. Steve has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Delaware and New Jersey. Currently, Steve is part of Commonwealth Financial Network, which operates out of Moorestown, New Jersey. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
Steve Nguyen Work History
Wsfs Wealth Investments
Commonwealth Financial Network
Citizens Securities, Inc
Santander Securities LLC
Sovereign Bank
Disclosures
Please visit the SEC profile of Steve Nguyen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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