Kyle
Hagan-Collins

Commonwealth Financial Network

CRD#5741377
Investment Advisor
in Warwick, RI

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About this Advisor

Kyle Hagan-Collins is an investment advisor who is based out of Warwick, Rhode Island. Currently an advisor at Commonwealth Financial Network, they have accumulated 11 years of work experience in the financial advisory industry. Hagan-Collins has Series 63 and Series 66 licenses, qualifying them as a securities broker. Hagan-Collins is able to work with investors based out of Rhode Island. The advisor has gained experience at Mercer, Mmc Securities Corp, Commonwealth Financial Network and Middlesex Financial Group. Commonwealth Financial Network is headquartered in Warwick, Rhode Island, and operates out of 1,090 offices in the United States. In total, Commonwealth Financial Network manages $111 billion in assets dispersed across 436,517 client accounts and employs more than 3,400 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 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

91 Tollgate Road
Warwick, RI 02886

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

RI Average: 118
Total Number of Accounts

436,517

RI Average: 4,567
Average Account Size

$255,295

RI 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

Kyle Hagan-Collins Work History

Kyle has 11 years of experience.

2012 - Present (8 years)

Commonwealth Financial Network

2012 - 2017 (5 years)

Middlesex Financial Group

2009 - 2012 (3 years)

Mercer

2009 - 2011 (2 years)

Mmc Securities Corp

Disclosures

Kyle Hagan-Collins has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Brett Haukedahl
Minneapolis, MN
Bradley Roberts
Knoxville, TN
Blake Stenzel
Great Falls, MT
William Gaines
Bowie, MD
Brandon Luke
Kahului, HI
David Prendergast
Waltham, MA
Joseph Edwins
Scottsdale, AZ

This content was compiled from the SEC and FINRA.

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