Ray
Massey

Commonwealth Financial Network

CRD#6654210
Investment Advisor
in Newtown, PA

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About this Advisor

Ray Massey is a financial advisor working in Newtown, Pennsylvania who has 3 years of relevant experience. Massey is an employee of Commonwealth Financial Network. Throughout their career, they have worked at The Vanguard Group, Inc, To Our Children'S Future With Health Inc, Peckham Inc, Michgian State University, Cordoza Jacks Funeral Home, Amazon Flex, Gopuff, Commonwealth Financial Network and Glennco, LLC. Massey holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to serve investors in Pennsylvania. Commonwealth Financial Network is an advisory business based out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 advisors. It controls $146 billion in assets under management among its 585,629 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% belong to high-net-worth individuals who have more than $1 million in assets. Commonwealth Financial Network performs a diverse array of services, such as 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 charged by financial advisors vary depending on which services are provided. Fee types billed by Commonwealth Financial Network can be comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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

54 Friends Lane Suite 110
Newtown, PA 18940

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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

Ray Massey Work History

Ray has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Commonwealth Financial Network

2020 - Present (4 years)

Glennco, LLC

2019 - 2020 (1 year)

Gopuff

2018 - 2019 (1 year)

Amazon Flex

2016 - 2020 (4 years)

The Vanguard Group, Inc

2015 - 2016 (1 year)

To Our Children'S Future With Health Inc

2013 - 2014 (1 year)

Peckham Inc

2013 - 2013 (< 1 year)

Michgian State University

2012 - 2013 (1 year)

Cordoza Jacks Funeral Home

*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 Ray Massey 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
Katsiaryna Quandt
Franklin, TN
Christopher Lamal
Green Bay, WI
Patrick Bria
Durham, NC
Gabor Nagy
Mendham, NJ
Richard Carlquist
San Diego, CA
Deanna Morell
Palmyra, NY
Tyler Price
Kennewick, WA

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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