John
Mouganis

Commonwealth Financial Network

CRD#1778958
Investment Advisor
in Pittsburgh, PA
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About this Advisor

John Mouganis is a certified financial planner and chartered financial consultant whose office is in Pittsburgh, Pennsylvania. Currently a registered advisor at Commonwealth Financial Network, they have gathered 16 years of work experience in the financial advisory industry. Mouganis holds a Series 63 license, designating them as a securities representative. Mouganis is able to work with customers in Pennsylvania. Throughout their career, Mouganis has worked at The Monteverde Group, Self/ Insurance Agent and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Pittsburgh, Pennsylvania, and has 1,090 additional brick-and-mortar locations in the United States. As a company, Commonwealth Financial Network oversees $81 billion in assets across 335,560 accounts and employs more than 3,200 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the United States. The firm manages 328,891 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Commonwealth Financial Network offers 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

16 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

Yes

Office Location

9576 Perry Highway Suite 102
Pittsburgh, PA 15237

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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

John Mouganis Work History

John has 16 years of experience.

2009 - Present (10 years)

Commonwealth Financial Network

2008 - Present (11 years)

Self/ Insurance Agent

2002 - 2009 (7 years)

The Monteverde Group

Disclosures

John Mouganis has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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