Amanda
Stein

Commonwealth Financial Network

CRD#6485895
Investment Advisor
in Fayetteville, NY

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About this Advisor

Amanda Stein is a financial advisor who works out of Fayetteville, New York with a total of 1 year of industry experience. Stein currently works for Commonwealth Financial Network. During their career, Stein has held roles at Voya Financial Advisors/Brendan Dunuwila & Eileen Emerson, Iar, Gymboree Corporation/Janie & Jack, Voya Financial Advisors, Inc and Commonwealth Financial Network. Stein holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Commonwealth Financial Network is an advisory firm that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 people on staff. It handles $146 billion in total assets between its 585,629 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 accounts, just 4% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm performs a broad assortment 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 charged by financial advisors are based on which services are offered. Fee types charged by Commonwealth Financial Network may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

6881 East Genesee Street
Fayetteville, NY 13066

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

NY Average: 118
Total Number of Accounts

585,629

NY Average: 4,567
Average Account Size

$249,965

NY 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

Amanda Stein Work History

Amanda has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Commonwealth Financial Network

2019 - 2022 (3 years)

Voya Financial Advisors, Inc

2015 - 2022 (7 years)

Voya Financial Advisors/Brendan Dunuwila & Eileen Emerson, Iar

2012 - 2015 (3 years)

Gymboree Corporation/Janie & Jack

*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 Amanda Stein 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
Luke Stortzum
Chicago, IL
Karen Roth
Chappaqua, NY
Deanna Morell
Palmyra, NY
Jerome Sullivan
Davis, CA
Adam Kittredge
Florence, MA
Erin Dicarlo
Wilmington, MA
Michael Cantor
East Lansing, MI

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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