Shana
Bielich

Commonwealth Financial Network

CRD#4198113
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Shana Bielich is a certified financial planner operating out of Pittsburgh, Pennsylvania, with a total of 19 years of experience as a financial advisor. Bielich is an employee of Commonwealth Financial Network. Their career trajectory has included roles at Federated Investors, Inc, Federated Securities Corp, D.B. Root & Company, Commonwealth Financial Network and Coghill Investment Strategies, LLC. Bielich has a Series 63 license, certifying them as a securities agent, and is registered to advise clients in Pennsylvania. Commonwealth Financial Network is a business based in Pittsburgh, Pennsylvania. The company has offices in 1,090 locations and a total of 3,200 financial advisors. It has $81 billion in total assets between its 335,560 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 223 charitable organizations. Of its 335,560 client accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm provides a diverse set 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. Fees for financial advice typically depend on the type of financial services offered. However, fees charged by Commonwealth Financial Network may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

19 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

Six Ppg Place Suite 730
Pittsburgh, PA 15222

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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

Shana Bielich Work History

Shana has 19 years of experience.

2011 - Present (8 years)

Coghill Investment Strategies, LLC

2010 - Present (9 years)

Commonwealth Financial Network

2010 - 2011 (1 year)

D.B. Root & Company

2000 - 2010 (10 years)

Federated Securities Corp

1999 - 2010 (11 years)

Federated Investors, Inc

Disclosures

Shana Bielich has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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