Carrie
Coghill

Commonwealth Financial Network

CRD#1514205
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Carrie Coghill is a certified financial planner operating in Pittsburgh, Pennsylvania, who has 24 years of financial industry experience. Coghill is an employee of Commonwealth Financial Network. During their career, Coghill has held roles at D B Root & Co Inc, Commonwealth Equity Services, Inc and Coghill Investment Strategies, LLC. Coghill has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Commonwealth Financial Network is a firm based in Pittsburgh, Pennsylvania. The investment advisory business has offices in 1,090 locations and a total of 3,200 people on staff. It handles $81 billion in total assets among its 335,560 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 223 charities and foundations. Of its 335,560 client accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. Commonwealth Financial Network 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. Fees for financial management largely depend on which services the firm provides the client. Fees billed by Commonwealth Financial Network may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

24 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

Six Ppg Place Suite 730
Pittsburgh, PA 15222

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

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

3,350

PA Average: 118
Total Number of Accounts

388,288

PA Average: 4,567
Average Account Size

$219,462

PA 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

Carrie Coghill Work History

Carrie has 24 years of experience.

2011 - Present (8 years)

Coghill Investment Strategies, LLC

1997 - Present (22 years)

Commonwealth Equity Services, Inc

1994 - 2011 (17 years)

D B Root & Co Inc

Disclosures

Carrie Coghill has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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