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Richard S

Series 63, Series 65

North Yarmouth, ME

Commonwealth Financial Network

Richard Scalia Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He is also the owner of Scalia Wealth Management, LLC, which he has led since 2018. His prior experience includes roles at First Allied Advisory Services, First Allied Securities, and National Planning Corporation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services, managing roughly $212.7 billion in client assets.

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