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 based out of Newtown, Pennsylvania, who has been in the financial industry for 12 years. Massey works at Commonwealth Financial Network. Over the course of their career, Massey has held roles at The Vanguard Group, Inc, To Our Children'S Future With Health Inc, Peckham Inc, Michgian State University, Cordoza Jacks Funeral Home, Wilimington University, Amazon Flex, Gopuff, Commonwealth Financial Network and Glennco, LLC. Massey holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in Pennsylvania. Commonwealth Financial Network is a business based out of Newtown, Pennsylvania. The company has offices in 1,275 locations and a total of 4,000 employees. It controls $162 billion in assets under management among its 540,172 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 432 charities and foundations. Of its 540,172 customer accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Commonwealth Financial Network has a number 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. Financial advisory fee schedules largely are based on which service is provided. However, fees charged by Commonwealth Financial Network likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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

No

Office Location

54 Friends Lane Suite 110
Newtown, PA 18940

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$161,852,722,626

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

4,000

PA Average: 118
Total Number of Accounts

540,172

PA Average: 4,567
Average Account Size

$299,632

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

Ray Massey Work History

Ray has 12 years of experience.

2020 - Present (2 years)

Commonwealth Financial Network

2020 - Present (2 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

2010 - 2012 (2 years)

Wilimington University

Disclosures

Ray Massey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Carrie White
Overland Park, KS
Ashley Burneka
San Diego, CA
Leigh Morales
Overland Park, KS
Raegan Arrington
Dallas, TX
Ryan Evans
Chicago, IL
H. Hughes
Cary, NC
Kevin Carlin
San Diego, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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