Jacqueline
Scalise

Commonwealth Financial Network

CRD#4166101
Investment Advisor
in Carnegie, PA

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About this Advisor

Jacqueline Scalise is a financial advisor operating out of Carnegie, Pennsylvania who has 2 years of relevant experience. Scalise is an employee of Commonwealth Financial Network. Scalise has gained experience at Lpl Financial, LLC and Commonwealth Financial Network. Scalise holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can advise clients in Pennsylvania. Commonwealth Financial Network is a business based in Waltham, MA. It has offices in 1,759 locations and a total of 4,300 advisors. It administers $146 billion in total assets among its 585,629 accounts, making it one of the largest firms in the country by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 accounts, just 4% belong to high-net-worth investors who have at least $1 million in investable assets. Commonwealth Financial Network has a diverse array 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 vary depending on which service is provided. Fees charged by Commonwealth Financial Network likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

102 Broadway Street Suite 501
Carnegie, PA 15106

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

PA Average: 118
Total Number of Accounts

585,629

PA Average: 4,567
Average Account Size

$249,965

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

Jacqueline Scalise Work History

Jacqueline has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Commonwealth Financial Network

2012 - 2021 (9 years)

Lpl Financial, LLC

*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 Jacqueline Scalise 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
Blake Asbury
Alpharetta, GA
Stephanni Sharp
San Diego, CA
Alex Rusinowitz
Garden City, NY
Stephen Cefalu
Jacksonville, FL
Garrett Forsberg
Plymouth, MA
Peter Leonczyk
Ludlow, MA
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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