Matthew
Pitrola

Commonwealth Financial Network

CRD#7161273
Investment Advisor
in Depew, NY

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About this Advisor

Matthew Pitrola is a financial advisor based in Depew, New York, working with Commonwealth Financial Network. Matthew has previously held positions at Tim Hortons, Blasedell Pizza, Hampton Inn, Custom Wealth Strategies, Commonwealth Financial Network, and as a student at the University at Buffalo, Erie Community College, and Hamburg Central School District. Matthew has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Matthew is part of Commonwealth Financial Network, which operates out of Depew, 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 66

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

4990 Transit Road
Depew, NY 14043

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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

Matthew Pitrola Work History

2020 - Present (4 years)

Custom Wealth Strategies

2020 - Present (4 years)

Commonwealth Financial Network

2018 - Present (6 years)

Blasedell Pizza

2018 - Present (6 years)

Hampton Inn

2019 - 2020 (1 year)

Custom Wealth Strategies

2019 - 2020 (1 year)

Commonwealth Financial Network

2017 - 2019 (2 years)

Student At University At Buffalo

2015 - 2017 (2 years)

Student At Erie Community College

2014 - 2018 (4 years)

Tim Hortons

2009 - 2015 (6 years)

Student At Hamburg Central School District

Disclosures

Please visit the SEC profile of Matthew Pitrola 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
John Sammut
Skaneateles, NY
Michael Shea
West Springfield, MA
John Wiedmaier
Virginia Beach, VA
Eric Schwieterman
Willard, OH
Reed Thompson
Woburn, MA
James Quinlan
Plymouth, MA

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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