Michael
Kresh

Commonwealth Financial Network

CRD#1335766
Investment Advisor
in Islandia, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Kresh is a certified financial planner working in Islandia, New York who has 2 years of relevant experience. Kresh is an employee of Commonwealth Financial Network. Over the course of their career, they have held roles at Royal Alliance Associates, Inc, M. D. Kresh Financial Services, Inc, Creative Wealth Management LLC and Commonwealth Financial Network. Kresh holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in New York. Commonwealth Financial Network is a financial advisory company headquartered in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 people on staff. It administers $146 billion in assets across its 585,629 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 2,108 charities and foundations. Of its 585,629 accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets. Commonwealth Financial Network performs a diverse 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. Fees for financial advice usually are based on which services the firm provides the client. However, fees charged by Commonwealth Financial Network likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

1377 Motor Parkway Suite 205
Islandia, NY 11749

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Michael Kresh Work History

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

2020 - Present (4 years)

Commonwealth Financial Network

2003 - Present (21 years)

Creative Wealth Management LLC

1998 - 2014 (16 years)

M. D. Kresh Financial Services, Inc

1989 - 2019 (30 years)

Royal Alliance Associates, 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 Michael Kresh 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
Laura Clem
San Diego, CA
Alejandro Biagiotti
Bedford, NH
Mark Kutzke
Rochester, MN
Stephen Cefalu
Jacksonville, FL
Jason Wright
Saint George, UT
Stephanni Sharp
San Diego, CA
John Cronin
East Syracuse, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started