Michael
Barone

Commonwealth Financial Network

CRD#6818610
Investment Advisor
in Exton, PA

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About this Advisor

Michael Barone is a financial advisor based in Exton, Pennsylvania, working with Commonwealth Financial Network. Michael has previously held positions at Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Take Shape For Life, Inc, Integrated Health And Wellness Center, Pc, Student, Schuylkill Capitil Management, LLC, Lpl Financial LLC, Great Valley Advisor Group, Inc, Commonwealth Financial Network, and Seide Financial Group. Michael has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Michael is part of Commonwealth Financial Network, which operates out of Exton, 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

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

110 John Robert Thomas Drive
Exton, PA 19341

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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

Michael Barone Work History

2020 - Present (4 years)

Commonwealth Financial Network

2020 - Present (4 years)

Seide Financial Group

2013 - Present (11 years)

Integrated Health And Wellness Center, Pc

2018 - 2020 (2 years)

Lpl Financial LLC

2018 - 2020 (2 years)

Great Valley Advisor Group, Inc

2017 - 2018 (1 year)

Massachusetts Mutual Life Insurance Company

2017 - 2018 (1 year)

Mml Investors Services, LLC

2015 - 2017 (2 years)

Take Shape For Life, Inc

2010 - 2014 (4 years)

Schuylkill Capitil Management, LLC

2007 - 2017 (10 years)

Student

Disclosures

Please visit the SEC profile of Michael Barone 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
Daniel Lahiff
Burlington, MA
Kelly Moise
Huntsville, AL
Derenig Kostikian
Waltham, MA
Jill Israel
Westerville, OH
Richard Allred
Waltham, MA
Jason Young
Columbiana, OH

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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