Wesley
Nicholson

Commonwealth Financial Network

CRD#1200582
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Wesley Nicholson is a certified financial planner based in Pittsburgh, Pennsylvania. Currently a registered financial advisor at Commonwealth Financial Network, they have accrued an impressive 30 years of work experience as a financial advisor. Nicholson maintains a Series 63 license, certifying them as a securities broker. Nicholson is able to serve customers based out of Pennsylvania. Throughout their career, they have worked at Laurel Financial Group and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Pittsburgh, Pennsylvania, and operates out of 1,090 brick-and-mortar locations in the United States. In aggregate, Commonwealth Financial Network oversees $81 billion in assets across 335,560 client accounts and retains more than 3,200 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. The firm manages 328,891 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Commonwealth Financial Network offers 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

30 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

9 Dorchester Drive
Pittsburgh, PA 15241

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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

Wesley Nicholson Work History

Wesley has 30 years of experience.

1990 - Present (29 years)

Laurel Financial Group

1988 - Present (31 years)

Commonwealth Financial Network

Disclosures

Wesley Nicholson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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