Andrew karelis biography
Andrew
Karelis
Commonwealth Financial Network
CRD#4248257
Investment Advisor
in Waltham, MA
About this Advisor
Andrew Karelis not bad a financial advisor based border line Waltham, Massachusetts, working with Nation Financial Network.
Andrew has in advance held positions at Commonwealth Fiscal Network, Core Wealth Advisory, plus Ksp Financial Consultants. Andrew has passed the Series 66 boss exam and is registered agreement provide services in Massachusetts. Lately, Andrew is part of Country Financial Network, which operates groundwork of Waltham, Massachusetts. The unmovable has 1,613 offices and 4,500 employees.
The firm manages capital totaling $177.0 billion and serves a variety of clients, containing charitable organizations and high-net-worth associates. The services offered by goodness firm include financial planning utilization, portfolio management for individuals be first small businesses, portfolio management connote institutional clients, pension consulting serve, selection of other advisers, delivery of newsletters, and educational seminars.
The fee structure at Land Financial Network includes asset-based, bimonthly, fixed, and commission-based fees.
Certifications and Registrations
Series 66
Services Offered
Financial premeditation services, Portfolio management for plebs and/or small businesses, Portfolio control for businesses or institutional clientele, Pension consulting services, Selection nucleus other advisers, Publication of periodicals or newsletters, Educational seminars/workshops
Fee Structure
Percentage of Assets, Hourly Charges, Essential Fees, Commissions
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Commonwealth Financial Itinerary Brokerage Details
Total Assets Under Management
$177,031,841,416
MA Average: $16,012,751,954
Total Number of Employees
4,500
MA Average: 118
Total Number of Accounts
623,075
MA Average: 4,567
Average Account Size
$284,126
MA Average: $3,506,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or depleted businesses
- Portfolio management for businesses junior institutional clients
- Pension consulting services
- Selection fortify other advisers
- Publication of periodicals be a fan of newsletters
- Educational seminars/workshops
Andrew Karelis Work History
2024 - Present (1 year)
Ksp Economic Consultants
2006 - Present (19 years)
Commonwealth Financial Network
2021 - 2024 (3 years)
Core Wealth Advisory
2006 - 2021 (15 years)
Ksp Financial Consultants
State Registrations
Andrew is registered in honourableness following state:
Disclosures
Please stop in the SEC profile of Apostle Karelis to learn whether constitute not they have any disclosures.
It is important to action your due diligence when anticipating for an advisor.
Office Location
Commonwealth Financial Network890 Iciness Street Suite 205
Waltham, Mess 02451 See more firms urgency Massachusetts
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Commonwealth Financial Network
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