Christopher
Suess

Commonwealth Financial Network

CRD#5912151
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Christopher Suess is a financial advisor based in Pittsburgh, Pennsylvania, working with Commonwealth Financial Network. Christopher has previously held positions at Td Ameritrade, Inc, Tmfs Advisors, LLC, Pnc Wealth Management, Financial Engines Advisors L.L.C, Wealth Management Partners, LLC, and Commonwealth Financial Network. Christopher has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Christopher is part of Commonwealth Financial Network, which operates out of Pittsburgh, Pennsylvania. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, Series 63

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

C/O Wealth Management Partners,Llc 790 Holiday Drive
Pittsburgh, PA 15220

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

PA Average: 118
Total Number of Accounts

623,075

PA Average: 4,567
Average Account Size

$284,126

PA 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

Christopher Suess Work History

2019 - Present (5 years)

Commonwealth Financial Network

2018 - Present (6 years)

Wealth Management Partners, LLC

2016 - 2016 (< 1 year)

Tmfs Advisors, LLC

2016 - 2018 (2 years)

Financial Engines Advisors L.L.C

2015 - 2016 (1 year)

Pnc Wealth Management

2013 - 2015 (2 years)

Td Ameritrade, Inc

Disclosures

Please visit the SEC profile of Christopher Suess 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

John Macdougall
Northfield, MA
Melanie Migneault
Keene, NH
James Everlof
Crum Lynne, PA
Stephen Astle
Portland, OR
Derenig Kostikian
Waltham, MA
Eli Wynes
Iowa City, IA
Lauren Hawekotte
Fullerton, CA
Kelly Moise
Huntsville, AL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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