Commonwealth Financial Network
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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
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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.
Bone Fide Wealth, LLC
Commonwealth Financial Network
Ameriprise Financial Services, Inc
Riversource Insurance Co
Douglas Boneparth has no disclosures.
Please visit their SEC profile for more details.