user avatar

Matthew Lewis

Advisor at Commonwealth Financial Network — Montrose, PA

Updated today

Credentials

Series 66

Experience

4 years

Location

Montrose, PA 18801

Commonwealth Financial Network logo

Commonwealth Financial Network

Enterprise

Total advisors

2,762

Across 1,207 offices

Clients per advisor

129 Very High

Avg AUM per client

$568,323 High

HNW client ratio

12% Typical

About

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.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$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%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

See office

Montrose, PA

80 Church Street

Montrose PA 18801

Advisors at this office

2

Most active in

Connecticut · Pennsylvania · Texas

Work history

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

William L

CFP®, Series 63, Series 65

Montrose, PA

Commonwealth Financial Network

William Lewis is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and owner of Sterling Wealth Management, Inc. He has been with Sterling Wealth Management and Commonwealth Financial Network since 2009. Lewis also spends part of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Raymond S

Series 63, Series 65

Hallstead, PA

LPL Financial

Raymond Saravitz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Peoples Security Bank & Trust and LPL Financial since 2016, and previously with Commonwealth Financial Network, Uvest Financial Services Group, and Peoples Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment products, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing tools for operational and research purposes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

John N

Series 63, Series 66

Little Meadows, PA

LPL Financial

John Nolt is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked at M&T Bank and M&T Securities since 2005 and joined LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Michael M

Series 66

Montrose, PA

Edward Jones

Michael Myers is a financial advisor at Edward Jones in Montrose, PA, holding a Series 66 designation with 10 years of industry experience. He has worked at Edward Jones since 2015 and serves concurrently in the United States Marine Corps Reserve since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)