Thomas
Muscato

Commonwealth Financial Network

CRD#5903796
Investment Advisor
in Pittsford, NY

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About this Advisor

Thomas Muscato is a financial advisor located in Pittsford, New York. Currently an advisor at Commonwealth Financial Network, Muscato has 11 years of work experience. Muscato holds a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Muscato is registered to act as an advisor in Missouri. The advisor has gained experience at Edward Jones, Economy Paper Co and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Pittsford, New York, and operates out of 1,090 additional brick-and-mortar locations across the United States. In total, Commonwealth Financial Network oversees $111 billion in assets covering 436,517 client accounts and retains more than 3,400 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Commonwealth Financial Network offers 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

$111,440,393,319

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

3,400

NY Average: 118
Total Number of Accounts

436,517

NY Average: 4,567
Average Account Size

$255,295

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
Dianne Davis
San Diego, CA
Daniel Flanagan
Framingham, MA
Melissa Phillippi
Wilmington, NC
Megan Collins
Marysville, OH
Daniel Gannon
Kennett Square, PA
Keaton Zavis
San Diego, CA
Paul Trinh
Washington, DC

This content was compiled from the SEC and FINRA.

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