Mark
Zigman

Commonwealth Financial Network

CRD#2021663
Investment Advisor
in Great Neck, NY

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About this Advisor

Mark Zigman is a financial advisor based in Great Neck, New York, working with Commonwealth Financial Network. Mark has previously held positions at Paris International, National Planning Corporation, and Commonwealth Financial Network. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Mark is part of Commonwealth Financial Network, which operates out of Great Neck, New York. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

10 Cuttermill Road Suite 302
Great Neck, NY 11021

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

NY Average: 118
Total Number of Accounts

623,075

NY Average: 4,567
Average Account Size

$284,126

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

Mark Zigman Work History

2017 - Present (7 years)

Commonwealth Financial Network

2008 - Present (16 years)

Paris International

2008 - 2017 (9 years)

National Planning Corporation

Disclosures

Please visit the SEC profile of Mark Zigman 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

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Mark Law
Iowa City, IA
Eli Wynes
Iowa City, IA
Jason Young
Columbiana, OH
Conor Bryant
Slingerlands, NY
Stephen Astle
Portland, OR
Constance King
Plymouth Meeting, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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