Tyler
Szafran
Commonwealth Financial Services
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About this Advisor
Tyler Szafran is a financial advisor based in Wheeling, West Virginia, working with Commonwealth Financial Services. Tyler has previously held positions at T. Rowe Price, Citizens Financial Group (Citizens Bank Of Pennsylvania), Securities America, Inc, Arbor Point Advisors, and Commonwealth Financial Services. Tyler has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in West Virginia. Currently, Tyler is part of Commonwealth Financial Services, which operates out of Wheeling, West Virginia. The firm has 4 offices and 25 employees. The firm manages assets totaling $649.5 million and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Commonwealth Financial Services includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Services Brokerage Details
$649,546,505
25
2,148
$302,396
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
- Other
Tyler Szafran Work History
Commonwealth Financial Services
Securities America, Inc
Arbor Point Advisors
T. Rowe Price
Citizens Financial Group (Citizens Bank Of Pennsylvania)
Disclosures
Please visit the SEC profile of Tyler Szafran 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 Services
Parkersburg, WV
Parkersburg, WV
Parkersburg, WV
Parkersburg, WV
Parkersburg, WV
Wheeling, WV
Parkersburg, WV
Wheeling, WV
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