Christopher
Derouin

Commonwealth Financial Network

CRD#7020476
Investment Advisor
in Warwick, RI

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About this Advisor

Christopher Derouin is a financial advisor based in Warwick, Rhode Island, working with Commonwealth Financial Network. Christopher has previously held positions at Morgan Stanley, Kahn, Litwin, Renza & Co., LTD, United Parking, LLC, West Valley Inn, Citizens Securities, Inc, Decisive Wealth Management, and Commonwealth Financial Network. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island. Currently, Christopher is part of Commonwealth Financial Network, which operates out of Warwick, Rhode Island. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

300 Metro Center Boulevard Suite 275
Warwick, RI 02886-1752

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

RI Average: 118
Total Number of Accounts

623,075

RI Average: 4,567
Average Account Size

$284,126

RI 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

Christopher Derouin Work History

2023 - Present (1 year)

Commonwealth Financial Network

2023 - 2023 (< 1 year)

Citizens Securities, Inc

2023 - 2023 (< 1 year)

Decisive Wealth Management

2018 - 2023 (5 years)

Morgan Stanley

2016 - 2018 (2 years)

Kahn, Litwin, Renza & Co., LTD

2015 - 2016 (1 year)

Kahn, Litwin, Renza & Co., LTD

2014 - 2015 (1 year)

United Parking, LLC

2013 - 2015 (2 years)

West Valley Inn

Disclosures

Please visit the SEC profile of Christopher Derouin 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

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Caleb Sams
Brentwood, TN
Thomas Keefer
Berwyn, PA
Allen Vitale
Rochester, NY
Casey Giraud
Allentown, PA
Paul Trinh
Washington, DC
John Mccann
Glastonbury, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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