Gerald
Barbalatt

Commonwealth Financial Network

CRD#1530855
Investment Advisor
in New York, NY
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About this Advisor

Gerald Barbalatt is a certified financial planner working out of New York, New York, who has been in the advisory business for 29 years. Barbalatt works at Commonwealth Financial Network. During their career, Barbalatt has held roles at Parker Allen And Company, LLC, City University Of New York/Baruch Colle, New York University and Commonwealth Equity Services, Inc. Barbalatt holds a Series 63 license, designating them as a securities representative, and is approved to advise clients in Florida. Commonwealth Financial Network is a financial advisory company headquartered in New York, New York. The firm has offices in 1,090 locations and a total of 3,200 people on staff. It oversees $81 billion in assets under management across its 335,560 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 223 charitable organizations. Of its 335,560 accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Commonwealth Financial Network performs 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 charged by financial advisors typically vary depending on which services are provided. Fees billed by Commonwealth Financial Network most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

29 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

345 Seventh Avenue 21St Floor
New York, NY 10001

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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

Gerald Barbalatt Work History

Gerald has 29 years of experience.

1996 - Present (23 years)

Commonwealth Equity Services, Inc

1993 - 2011 (18 years)

New York University

1991 - 2011 (20 years)

City University Of New York/Baruch Colle

1989 - Present (30 years)

Parker Allen And Company, LLC

Disclosures

Gerald Barbalatt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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