Cheryl
Stuart
Commonwealth Financial Network
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About this Advisor
Cheryl Stuart is a financial advisor based out of Kingston, New York with 2 years of relevant experience. Stuart is on the advisory team at Commonwealth Financial Network. The advisor has gained experience at Massmutual Life Insurance Co, Mml Investors Services, LLC, Stuart Associates, Inc and Commonwealth Financial Network. Stuart has a Series 63 license, designating them as a securities agent, and is approved to operate in New York. Commonwealth Financial Network is a financial advisory firm headquartered in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 people on staff. It oversees $146 billion in total assets between its 585,629 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 2,108 charities and foundations. 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 provides a broad range 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. A financial advisor's fees typically depend on which service is provided. However, fee types charged by Commonwealth Financial Network likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
Cheryl Stuart Work History
Cheryl has been registered as a financial advisor for 2 years.*
Commonwealth Financial Network
Stuart Associates, Inc
Mml Investors Services, LLC
Massmutual Life Insurance Co
*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 Cheryl Stuart 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
Salt Lake City, UT
Saint Louis, MO
Florence, MA
San Diego, CA
Wilmington, MA
Waltham, MA
Chappaqua, NY
Littleton, CO
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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