Alexander
Arellano

Commonwealth Financial Network

CRD#2765640
Investment Advisor
in San Antonio, TX

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About this Advisor

Alexander Arellano is a financial advisor based out of San Antonio, Texas with 1 year of relevant experience. Arellano is on the advisory team at Commonwealth Financial Network. Over the course of their career, Arellano has held roles at Extended Travel, Alex Arellano Consulting (Self-Employed), Berlin Volkshochschule & Speakeasy Berlin Gmbh, Crosslend Gmbh, University Of Texas At Austin (Data Analytics Bootcamp), University Of Texas At San Antonio, I Financial, Gohealth Inc, Texas Permanent School Fund, Pioneer Works Inc, Sagepoint Financial, Inc, Arellano LTDa, Acatus Gmbh, Guideline, Inc, Lendflow, Inc, Lyft/Uber and Commonwealth Financial Network. Arellano maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Commonwealth Financial Network is a financial advisory firm headquartered in Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 employees. It controls $146 billion in total assets between its 585,629 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets. Commonwealth Financial Network has 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. Financial management fees depend on which services the firm provides the client. However, fees charged by Commonwealth Financial Network most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

1 year

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

1901 N.W. Military Suite 102
San Antonio, TX 78213

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

TX Average: 118
Total Number of Accounts

585,629

TX Average: 4,567
Average Account Size

$249,965

TX 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

Alexander Arellano Work History

Alexander has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

I Financial

2022 - Present (2 years)

Commonwealth Financial Network

2021 - Present (3 years)

University Of Texas At San Antonio

2022 - 2022 (< 1 year)

Sagepoint Financial, Inc

2021 - 2021 (< 1 year)

Gohealth Inc

2021 - 2021 (< 1 year)

Pioneer Works Inc

2020 - 2021 (1 year)

University Of Texas At Austin (Data Analytics Bootcamp)

2020 - 2020 (< 1 year)

Lendflow, Inc

2019 - 2020 (1 year)

Guideline, Inc

2019 - 2019 (< 1 year)

Lyft/Uber

2018 - 2018 (< 1 year)

Crosslend Gmbh

2018 - 2019 (1 year)

Alex Arellano Consulting (Self-Employed)

2018 - 2018 (< 1 year)

Acatus Gmbh

2017 - 2018 (1 year)

Berlin Volkshochschule & Speakeasy Berlin Gmbh

2017 - 2017 (< 1 year)

Alex Arellano Consulting (Self-Employed)

2016 - 2017 (1 year)

Alex Arellano Consulting (Self-Employed)

2015 - 2015 (< 1 year)

Extended Travel

2015 - 2017 (2 years)

Arellano LTDa

2013 - 2015 (2 years)

Texas Permanent School Fund

*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 Alexander Arellano 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
Garrett Forsberg
Plymouth, MA
John Cronin
East Syracuse, NY
Jason Wright
Saint George, UT
Sviatlana Maslava
New York, NY
Alejandro Biagiotti
Bedford, NH
Peter Leonczyk
Ludlow, MA
Stephanni Sharp
San Diego, CA

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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