Matthew
Hayes

Commonwealth Financial Network

CRD#7126407
Investment Advisor
in Orchard Park, NY

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About this Advisor

Matthew Hayes is a financial advisor who works in Orchard Park, New York with a total of 1 year of relevant experience. Hayes is currently employed by Commonwealth Financial Network. Their career trajectory has included roles at Suny-Oswego, Suny-Fredonia, Webster Thomas High School, Trg Capital Management, Equitable Advisors, LLC, Commonwealth Financial Network, Moldenhauer & Associates, Walt Disney, University Of Rochester and Key Bank. Hayes holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Commonwealth Financial Network is an advisory business based in Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 advisors. It handles $146 billion in total assets between its 585,629 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm has a broad set of services, such as 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. A financial advisor's fees typically are based on which services are offered. However, fees charged by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

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

6195 West Quaker Street
Orchard Park, NY 14127

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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

Matthew Hayes Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Commonwealth Financial Network

2022 - Present (2 years)

Moldenhauer & Associates

2021 - 2022 (1 year)

Equitable Advisors, LLC

2019 - 2021 (2 years)

Trg Capital Management

2018 - 2019 (1 year)

University Of Rochester

2017 - 2017 (< 1 year)

Walt Disney

2017 - 2018 (1 year)

Key Bank

2015 - 2017 (2 years)

Suny-Fredonia

2013 - 2015 (2 years)

Suny-Oswego

2009 - 2013 (4 years)

Webster Thomas High School

*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 Matthew Hayes 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
Brandon Wolk
Pittsford, NY
Sviatlana Maslava
New York, NY
Tyler Price
Kennewick, WA
Laura Clem
San Diego, CA
Blake Asbury
Alpharetta, GA
Peter Leonczyk
Ludlow, MA
Stephanni Sharp
San Diego, CA

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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