John
Bevilacqua

Commonwealth Financial Network

CRD#20770
Investment Advisor
in Albany, NY

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About this Advisor

John Bevilacqua is a chartered financial consultant who works in Albany, New York, who has been in the financial industry for 29 years. Bevilacqua works at Commonwealth Financial Network. Over the course of their career, Bevilacqua has held roles at Commonwealth Equity Services, Inc and Capital Management Partners, LLC. Bevilacqua holds a Series 63 license, certifying them as a securities representative, and can operate in Massachusetts. Commonwealth Financial Network is a registered investment firm that has its headquarters in Albany, New York. It has offices in 1,090 locations and a total of 3,350 financial advisors. It handles $85 billion in assets among its 388,288 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 259 charities and foundations. Of its 388,288 client accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a broad set 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 management usually are based on which services are offered. However, fee types charged by Commonwealth Financial Network likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

30 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

421 New Karner Road Suite 11
Albany, NY 12205

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

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

3,350

NY Average: 118
Total Number of Accounts

388,288

NY Average: 4,567
Average Account Size

$219,462

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

John Bevilacqua Work History

John has 30 years of experience.

1996 - Present (24 years)

Capital Management Partners, LLC

1990 - Present (30 years)

Commonwealth Equity Services, Inc

Disclosures

John Bevilacqua has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Brendan Stringer
Arlington, VA
Joseph Gugino
Waltham, MA
Brian Beaulieu
Camden, ME
Ryan Sant
Lynnwood, WA
John Farrell
Waltham, MA
Joanne Mungall
San Jose, CA
Brian Bean
Norfolk, VA

This content was compiled from the SEC and FINRA.

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