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William Lewis

Advisor at Commonwealth Financial Network

Updated today

Location

Montrose, PA 18801

Credentials

CFP®, Series 63, Series 65

Industry experience

32 years

About

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.

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

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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

80 Church Street

Montrose, PA 18801

Most active in

Pennsylvania · Texas

Work history

Sterling Wealth Management

2009 - Present (17 years)

Commonwealth Financial Network

2009 - Present (17 years)

Disclosures

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

Business activities & affiliations

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Matthew L

Series 66

Montrose, PA

Commonwealth Financial Network

Matthew Lewis is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds the Series 66 designation and has worked previously at Sterling Wealth Management and NBT Bank. Lewis also engages in fixed insurance sales as part of his business activities. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of 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
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Raymond S

Series 63, Series 65

Hallstead, PA

LPL Financial

Raymond Saravitz is a financial advisor with LPL Financial based in Susquehanna, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial and Peoples Security Bank & Trust since 2016, serving as a financial advisor and engaging in referral activities within the trust subsidiary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions, offering a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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Series 63, Series 66

Little Meadows, PA

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John Nolt is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at M&T Bank and M&T Securities since 2005. Nolt has been with LPL Financial since 2021. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products and services.

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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
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Jill S

Series 63, Series 65

Kingsley, PA

LPL Financial

Jill Singer is a financial advisor with LPL Financial in Hallstead, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at NBT Bank and LPL since 2015. Outside of her advisory role, she is involved in her family business as a bookkeeper and breeds Golden Retrievers. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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