Matthew Lewis
Advisor at Commonwealth Financial Network — Montrose, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
4 years
Location
Montrose, PA 18801
Commonwealth Financial Network
Enterprise
Matthew Lewis is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has previously worked at NBT Bank and Sterling Wealth Management. Lewis also engages in fixed insurance sales at his Montrose, PA branch, dedicating part of his business hours to this activity. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages over $200 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, enabling advisors to implement portfolios through a variety of internally managed and outsourced solutions.
Based on Commonwealth Financial Network
Based on Commonwealth Financial Network
Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.
$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%
Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.
Up to $500 per hour for consulting services.
Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.
Montrose, PA
80 Church Street
Montrose PA 18801
Advisors at this office
2
Connecticut · Pennsylvania · Texas
4 years of industry experience
Sterling Wealth Management
2022 - Present • 4 years
Montrose, PA
Commonwealth Financial Network
2022 - Present • 4 years
Waltham, MA
NBT Bank
2019 - 2022 • 3 years
Norwich, NY
NBT Bank
2018 - 2019 • 1 year
Norwich, NY
Hudson Partners Development
2018 - 2018 • 1 year
Schenectady, NY
Union College
2017 - 2018 • 1 year
Schenectady, NY
Scranton/Wilkes-Barre Railriders
2017 - 2017 • 1 year
Wilkes-Barre, PA
Union College
2015 - 2017 • 2 years
Schenectady, NY
Union College
2014 - 2018 • 4 years
Schenectady, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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