Kevin
Degabriel

Commonwealth Financial Network

CRD#2640810
Investment Advisor
in Pleasantville, NY

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About this Advisor

Kevin Degabriel is a financial advisor operating in Pleasantville, New York who has 2 years of industry experience. Degabriel currently works for Commonwealth Financial Network. During their career, Degabriel has held roles at Ameriprise Financial Services, Inc, Clear Path Private Wealth and Commonwealth Financial Network. Degabriel holds a Series 63 license, qualifying them as a securities agent, and is able to advise clients in New York. Commonwealth Financial Network is a registered investment company that has its headquarters in Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 financial advisors. It manages $146 billion in assets under management across its 585,629 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in investable assets. Commonwealth Financial Network 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 charged by financial advisors typically vary depending on which service is provided. Fee types charged by Commonwealth Financial Network most likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

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

427 Bedford Road Suite 310
Pleasantville, NY 10570

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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

Kevin Degabriel Work History

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

2018 - Present (6 years)

Clear Path Private Wealth

2018 - Present (6 years)

Commonwealth Financial Network

2005 - 2018 (13 years)

Ameriprise Financial Services, Inc

*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 Kevin Degabriel 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
Seth Penney
Iowa City, IA
Tyler Price
Kennewick, WA
Jason Wright
Saint George, UT
Sviatlana Maslava
New York, NY
Garrett Forsberg
Plymouth, MA
Peter Leonczyk
Ludlow, MA
Stephen Cefalu
Jacksonville, FL

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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