Adam
Hammer

Commonwealth Financial Network

CRD#5911974
Investment Advisor
in Lockport, NY

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About this Advisor

Adam Hammer is an advisor who works in Lockport, New York. Currently an investment advisor at Commonwealth Financial Network, Hammer has 10 years of work experience. Hammer holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Hammer is registered to work with customers in New Jersey. Over the course of their career, they have held roles at Walmart, Hammer Financial Group, University At Buffalo and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Lockport, New York, and has 1,090 other offices throughout the United States. As an advisor firm, Commonwealth Financial Network manages $111 billion in assets throughout 436,517 client accounts and retains more than 3,400 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Commonwealth Financial Network offers 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

5860 Snyder Drive
Lockport, NY 14094

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

NY Average: 118
Total Number of Accounts

436,517

NY Average: 4,567
Average Account Size

$255,295

NY Average: $3,506,186

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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

Adam Hammer Work History

Adam has 10 years of experience.

2014 - Present (7 years)

Commonwealth Financial Network

2011 - Present (10 years)

Hammer Financial Group

2012 - 2014 (2 years)

University At Buffalo

2010 - 2014 (4 years)

Walmart

Disclosures

Adam Hammer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Craig Castanos
San Diego, CA
Kris Maleski
Rockville, MD
Richard Lebranti
Burlington, MA
Christin Clohosey
Waltham, MA
David Fedor
West Springfield, MA
Mark Richard
Waltham, MA
Carl Watkins
Sarasota, FL

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.

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