Stewart
Flaherty

Commonwealth Financial Network

CRD#209325
Investment Advisor
in Westerville, OH

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About this Advisor

Stewart Flaherty is a financial advisor operating in Westerville, Ohio with a total of 10 years of relevant experience. Flaherty is an employee of Commonwealth Financial Network. Over the course of their career, Flaherty has held roles at Stewart Flaherty & Associates, Inc, Linsco/Private Ledger Corp and Commonwealth Financial Network. Flaherty has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Ohio. Commonwealth Financial Network is an advisory company based out of Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 employees. It handles $146 billion in total assets between its 585,629 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 accounts, just 4% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm provides a number 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. Financial management fee schedules largely are based on which service is provided. Fee types billed by Commonwealth Financial Network can include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 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

577 Office Parkway Suite A
Westerville, OH 43082

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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

Stewart Flaherty Work History

Stewart has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Commonwealth Financial Network

1984 - Present (40 years)

Stewart Flaherty & Associates, Inc

1985 - 2013 (28 years)

Linsco/Private Ledger Corp

*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 Stewart Flaherty 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
Sara Kappos
Quincy, MA
Stephanni Sharp
San Diego, CA
Peter Leonczyk
Ludlow, MA
Tyler Price
Kennewick, WA
Laura Jastrab
Waltham, MA
Stephen Cefalu
Jacksonville, FL
Sean Roche
Waltham, MA

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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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.

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