Mikhail
Poltyrev

Commonwealth Financial Network

CRD#5742709
Investment Advisor
in Columbus, OH

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About this Advisor

Mikhail Poltyrev is a chartered financial consultant operating out of Columbus, Ohio with a total of 1 year of industry experience. Poltyrev works at Commonwealth Financial Network. Throughout their career, Poltyrev has worked at Pruco Securities, LLC, Prudential Insurance Company Of America, Beth Torah Congregation, Jpmorgan Securities LLC, Bam Distributing, Commonwealth Financial Network and Gloeckner Green Mccabe Financial, LLC. Poltyrev maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. Commonwealth Financial Network is a business operating out of Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 employees. It manages $146 billion in assets among its 585,629 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Commonwealth Financial Network offers a diverse range of services, including 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. A financial advisor's fee schedules largely vary depending on the type of services offered. Fee types charged by Commonwealth Financial Network likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

1 year

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

Columbus, OH

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

OH Average: 118
Total Number of Accounts

585,629

OH Average: 4,567
Average Account Size

$249,965

OH 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

Mikhail Poltyrev Work History

Mikhail has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Commonwealth Financial Network

2022 - Present (2 years)

Gloeckner Green Mccabe Financial, LLC

2016 - Present (8 years)

Bam Distributing

2016 - 2022 (6 years)

Jpmorgan Securities LLC

2009 - 2016 (7 years)

Pruco Securities, LLC

2009 - 2016 (7 years)

Prudential Insurance Company Of America

2005 - 2016 (11 years)

Beth Torah Congregation

*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 Mikhail Poltyrev 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
Sean Roche
Waltham, MA
Alejandro Biagiotti
Bedford, NH
Sviatlana Maslava
New York, NY
Samuel Rich
Waltham, MA
Stephanni Sharp
San Diego, CA
Mark Kutzke
Rochester, MN
Tyler Price
Kennewick, WA

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.

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