Thomas
Muscato

Commonwealth Financial Network

CRD#5903796
Investment Advisor
in Pittsford, NY

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About this Advisor

Thomas Muscato is an advisor who works in Pittsford, New York. Currently a registered investment advisor with Commonwealth Financial Network, Muscato has 10 years of practice as a financial advisor. Muscato holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Muscato can serve customers based out of Missouri. Throughout their career, they have worked at Edward Jones, Economy Paper Co and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Pittsford, New York, and has 1,090 brick-and-mortar locations in the country. In aggregate, Commonwealth Financial Network oversees $85 billion in assets across 388,288 client accounts and employs more than 3,350 people. The level of assets currently under the firm's management makes it one of the largest firms in the United States. The firm manages 379,505 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Commonwealth Financial Network can provide 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

Disclosures

No

Office Location

179 Sully'S Trail Suite 301, 302 and 304
Pittsford, NY 14534

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

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

3,350

NY Average: 118
Total Number of Accounts

388,288

NY Average: 4,567
Average Account Size

$219,462

NY Average: $3,506,186

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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

Thomas Muscato Work History

Thomas has 11 years of experience.

2016 - Present (4 years)

Commonwealth Financial Network

2011 - 2016 (5 years)

Edward Jones

2009 - 2011 (2 years)

Economy Paper Co

Disclosures

Thomas Muscato has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Brendan Stringer
Arlington, VA
Brian Bean
Norfolk, VA
Joseph Gugino
Waltham, MA
Charles Carter
Phoenix, AZ
Ryan Sant
Lynnwood, WA
Brian Beaulieu
Camden, ME
Jodene Gibbs
Reston, VA

This content was compiled from the SEC and FINRA.

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