Kyle
Hagan-Collins

Commonwealth Financial Network

CRD#5741377
Investment Advisor
in Warwick, RI

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About this Advisor

Kyle Hagan-Collins is a financial advisor working in Warwick, Rhode Island, who has been in the industry for 10 years. Hagan-Collins is an advisor for Commonwealth Financial Network. Throughout their career, they have worked at Mercer, Mmc Securities Corp, Commonwealth Financial Network and Middlesex Financial Group. Hagan-Collins holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in Rhode Island. Commonwealth Financial Network is a registered investment business that has its headquarters in Warwick, Rhode Island. The company has offices in 1,090 locations and a total of 3,350 advisors. It handles $85 billion in assets between its 388,288 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 259 charities and foundations. Of its 388,288 customer accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets. The firm offers 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. Fees for financial management typically are based on which service is offered. Fees billed by Commonwealth Financial Network likely 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

$85,214,650,650

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

3,350

RI Average: 118
Total Number of Accounts

388,288

RI Average: 4,567
Average Account Size

$219,462

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
Joseph Gugino
Waltham, MA
Jodene Gibbs
Reston, VA
Karen Tupitza
Fairfax, VA
Brendan Stringer
Arlington, VA
Daniel Flanagan
Framingham, MA
Charles Carter
Phoenix, AZ
Ryan Sant
Lynnwood, WA

This content was compiled from the SEC and FINRA.

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