Richard
Hildebrand

Commonwealth Financial Network

CRD#1236145
Investment Advisor
in Wexford, PA

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About this Advisor

Richard Hildebrand is a certified financial planner working in Wexford, Pennsylvania with 13 years of industry experience. Hildebrand is an employee of Commonwealth Financial Network. During their career, the advisor has held roles at Commonwealth Equity Services Inc and Nexus Financial Group, Inc. Hildebrand holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Commonwealth Financial Network is an advisory firm headquartered in Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 advisors. It manages $146 billion in assets under management across its 585,629 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 2,108 charitable organizations. Of its 585,629 client accounts, just 4% belong to high-net-worth clients who have more than $1 million in investable assets. Commonwealth Financial Network performs 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. A financial advisor's fees are based on which services the firm provides the client. Fee types billed by Commonwealth Financial Network most likely consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

13 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

5000 Brooktree Road Suite 101
Wexford, PA 15090-9262

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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

Richard Hildebrand Work History

Richard has been registered as a financial advisor for 13 years.*

1996 - Present (28 years)

Commonwealth Equity Services Inc

1996 - Present (28 years)

Nexus Financial Group,Inc

*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 Richard Hildebrand 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
Sara Kappos
Quincy, MA
Samuel Rich
Waltham, MA
Brandon Wolk
Pittsford, NY
Sviatlana Maslava
New York, NY
Laura Jastrab
Waltham, MA
Alex Rusinowitz
Garden City, NY
Jason Wright
Saint George, UT

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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