Douglas
Boneparth

Commonwealth Financial Network

CRD#4790408
Investment Advisor
in New York, NY
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About this Advisor

Douglas Boneparth is a certified financial planner based out of New York, New York, with a total of 10 years in the industry. Boneparth currently works for Commonwealth Financial Network. Over the course of their career, they have held roles at Ameriprise Financial Services, Inc, Riversource Insurance Co, Commonwealth Financial Network and Bone Fide Wealth, LLC. Boneparth maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey. Commonwealth Financial Network is a registered investment business that has its headquarters in New York, New York. The company has offices in 1,090 locations and a total of 3,200 employees. It administers $81 billion in total assets across its 335,560 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 223 charities and foundations. Of its 335,560 customer accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets. The business has a number 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 for financial advisory services typically are based on which services the firm provides the client. However, fees charged by Commonwealth Financial Network can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

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

7 World Trade Center 46Th Floor
New York, NY 10007

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$80,973,209,717

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

3,200

NY Average: 118
Total Number of Accounts

335,560

NY Average: 4,567
Average Account Size

$241,308

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

Douglas Boneparth Work History

Douglas has 10 years of experience.

2016 - Present (3 years)

Bone Fide Wealth, LLC

2012 - Present (7 years)

Commonwealth Financial Network

2008 - 2012 (4 years)

Ameriprise Financial Services, Inc

2008 - 2012 (4 years)

Riversource Insurance Co

Disclosures

Douglas Boneparth has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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