East Syracuse, NY Commons Park Drive Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

7

Of 2,786 advisors across 1,206 offices

Location

5760 Commons Park Drive

East Syracuse NY 13057

Advisors at this office

7

Advisors at this office

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Gary C

Series 66

East Syracuse, NY

Commonwealth Financial Network

Gary Croniser is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 25 years of industry experience. He has been with Commonwealth and Diversified Wealth Strategies, LLC since 2008. Outside of his advisory role, he is the owner and president of GRC Wealth Management, Inc. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including custom portfolio solutions and third-party asset manager access, while providing operational, compliance, and practice-management support to affiliated advisors.

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

CFP®, ChFC®, Series 63, Series 65

East Syracuse, NY

Commonwealth Financial Network

John Donohue Jr. is a financial advisor with Commonwealth Financial Network based in East Syracuse, NY. He holds the CFP® and ChFC® designations and has 41 years of industry experience. He has been a partner at Diversified Wealth Strategies, LLC since 2008 and has been operating under his own entity, John A Donohue CLU, since 1981. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by in-house investment management, technology, and compliance resources.

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

Series 66

East Syracuse, NY

Commonwealth Financial Network

Patrick Lynch is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 25 years of industry experience. He has worked at Diversified Wealth Strategies and Commonwealth Financial Network since 2008. His other business activities include involvement in fixed insurance. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while supporting affiliated advisors with operations, technology, and compliance.

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

Series 63, Series 65

East Syracuse, NY

Commonwealth Financial Network

Christopher Keegan is a financial advisor with Commonwealth Financial Network based in East Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been affiliated with Commonwealth and Diversified Wealth Strategies, LLC since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including customized portfolio solutions, trading and technology platforms, and compliance and practice-management resources.

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

Series 66

East Syracuse, NY

Commonwealth Financial Network

Thomas Westers is a financial advisor with Commonwealth Financial Network based in East Syracuse, NY. He holds the Series 66 designation and has one year of industry experience. Prior to his advisory role, he worked at Pennsylvania State University, Harrisburg Campus, and has experience in education and recreational services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.

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

Series 63, Series 65

East Syracuse, NY

Commonwealth Financial Network

Carl Dattellas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Commonwealth and Diversified Wealth Strategies, LLC since 2008. Outside of his advisory work, he serves as a trust protector for a non-family related client. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management, third-party asset manager access, and retirement plan consulting, supported by comprehensive operations, technology, and compliance platforms.

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

Series 63, Series 65

East Syracuse, NY

Commonwealth Financial Network

Peter Schneider is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors and Axa Advisors, LLC. Schneider is also the owner of Schneider Wealth Management Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including discretionary model portfolios, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance resources.

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