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Stephen M
Series 63
Arroyo Grande, CA
Commonwealth Financial Network
Stephen Maguire is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 54 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory work, he is a co-owner of SM2 Trust, LLC, which provides professional fiduciary services, and serves as a trustee for the Goodhines Revocable Trust. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad range of managed-account programs, third-party asset manager access, and comprehensive back-office services to individual and institutional clients.
Sean M
Series 66
Arroyo Grande, CA
Commonwealth Financial Network
Sean Maguire is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing nine years of industry experience. He has been with Commonwealth and operates Maguire Investments since 2016. Outside of his advisory role, Sean has worked as a residential real estate sales agent with Compass in San Luis Obispo, CA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing over $210 billion in assets. The firm provides a broad platform of managed-account programs, third-party asset manager access, and custody services, supporting advisors in implementing portfolios through internal or external management.
John Paul S
Series 63, Series 65
Arroyo Grande, CA
Commonwealth Financial Network
John Paul Stornetta is a financial advisor at Commonwealth Financial Network with 26 years of industry experience. He has been with Commonwealth since 2015 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a co-owner of Maguire Investments, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party managers, and custody services.
Edward S
Series 63, Series 66
Arroyo Grande, CA
Commonwealth Financial Network
Edward Silva is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is a co-owner of Maguire Investments, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions including discretionary model portfolios and personalized indexing options.
Charlee Z
Series 66
Arroyo Grande, CA
Commonwealth Financial Network
Charlee Zleisy is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. She has been associated with Commonwealth Financial Network and Maguire Investments since 2014 in various capacities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Louis S
Series 65, Series 63
Arroyo Grande, CA
Commonwealth Financial Network
Louis Summer is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at several firms including Maguire Investments, LLC, Wacker Wealth Partners, and Taylor Frigon Capital Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides adviser-support services such as managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.
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