Thomas
Savage
Commonwealth Financial Network
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About this Advisor
Thomas Savage is a financial advisor based in Marion, Ohio with a total of 1 year of relevant experience. Savage currently works for Commonwealth Financial Network. Over the course of their career, they have held roles at Nationwide Investment Services, Whetstone Financial, LLC and Commonwealth Financial Network. Savage holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Ohio. Commonwealth Financial Network is a firm based out of Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 employees. It has $146 billion in assets across its 585,629 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 client accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company has 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. Fees for financial advisory services depend on which services the firm provides the client. Fee types charged by Commonwealth Financial Network can include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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 Savage Work History
Thomas has been registered as a financial advisor for 1 years.*
Whetstone Financial, LLC
Commonwealth Financial Network
Nationwide Investment Services
*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 Thomas Savage to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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