Michael
Curtis
Commonwealth Financial Network
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About this Advisor
Michael Curtis is a financial advisor based in Liverpool, New York, working with Commonwealth Financial Network. Michael has previously held positions at Provident Mutual Life Ins. Co, Cadaret, Grant & Co., Inc, Mcc Financial Services Inc, and Commonwealth Financial Network. Michael has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Michael is part of Commonwealth Financial Network, which operates out of Liverpool, 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
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
Michael Curtis Work History
Commonwealth Financial Network
Mcc Financial Services Inc
Cadaret, Grant & Co., Inc
Provident Mutual Life Ins. Co
Disclosures
Please visit the SEC profile of Michael Curtis 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
Keene, NH
Northfield, MA
Englewood, CO
Waltham, MA
Winter Park, FL
New York, NY
Costa Mesa, CA
Rexford, NY
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