Daniel
Kresh

Commonwealth Financial Network

CRD#6168023
Investment Advisor
in Islandia, NY

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About this Advisor

Daniel Kresh is a financial advisor working out of Islandia, New York, with 2 years of industry experience. Kresh is an advisor for Commonwealth Financial Network. Their career trajectory has included roles at Creative Wealth Management LLC, Sportime, Three Village Tennis Club, Usta, Royal Alliance and Commonwealth Financial Network. Kresh has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Commonwealth Financial Network is an advisory company headquartered in Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 advisors. It handles $146 billion in total assets among its 585,629 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 accounts, just 4% belong to high-net-worth investors who have greater than $1 million in investable assets. The business offers a diverse 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. A financial advisor's fee schedules typically depend on which service is provided. However, fee types charged by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

1377 Motor Parkway Suite 205
Islandia, NY 11749

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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

Daniel Kresh Work History

Daniel has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Commonwealth Financial Network

2012 - Present (12 years)

Creative Wealth Management LLC

2010 - Present (14 years)

Usta

2008 - Present (16 years)

Sportime

2013 - 2020 (7 years)

Royal Alliance

2012 - 2013 (1 year)

Three Village Tennis Club

*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 Daniel Kresh 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
Jason Wright
Saint George, UT
Tyler Price
Kennewick, WA
Stephanni Sharp
San Diego, CA
Peter Leonczyk
Ludlow, MA
Mark Kutzke
Rochester, MN
Samuel Rich
Waltham, MA
Sviatlana Maslava
New York, NY

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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