Lynnfield, MA Salem Street Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

7

Of 2,786 advisors across 1,206 offices

Location

50 Salem Street, Suite 200

Lynnfield MA 01940

Advisors at this office

7

Advisors at this office

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John B

ChFC®, Series 63

Lynnfield, MA

Commonwealth Financial Network

John Bevilacqua is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 license, and has 51 years of industry experience. He has been associated with Capital Management Partners, LLC since 1996 and Commonwealth Equity Services, Inc. since 1990. Bevilacqua serves as a trustee on real estate trusts and is president and owner of a private entity, Bfa Inc. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to its 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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Daniel S

Series 63, Series 65

Lynnfield, MA

Commonwealth Financial Network

Daniel Santanello is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Capital Management Partners, LLC and Winslow, Evans & Crocker, Inc. in prior roles. Outside of his advisory work, he is involved as a pickleball instructor and serves as an ambassador for Selkirk Pickleball Products. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance services, while offering discretionary model portfolios and customizable program options.

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

ChFC®, Series 63, Series 65

Lynnfield, MA

Commonwealth Financial Network

Robert Ellison is a financial advisor with Commonwealth Financial Network in Lynnfield, MA. He holds the ChFC® designation and Series 63 and 65 licenses, and has 28 years of industry experience. He has been with Commonwealth Financial Network since 2002. Outside of advisory work, he is involved in fixed insurance sales. 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 back-office support, including operations, trading, technology, investment management, and compliance, allowing advisors discretion in portfolio construction and access to model portfolios managed 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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Elizabeth M

CFP®, Series 63, Series 66

Lynnfield, MA

Commonwealth Financial Network

Elizabeth Mclaughlin is a CFP® certificant with seven years of industry experience, currently affiliated with Commonwealth Financial Network. She has previously worked at Fidelity and Capital Management Partners, LLC. Mclaughlin also dedicates a portion of her time to fixed insurance sales conducted at her branch location. 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 over $212 billion in client assets. The firm provides a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.

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

Series 63, Series 66

Lynnfield, MA

Commonwealth Financial Network

John Gregorio is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Commonwealth and Capital Management Partners, LLC since 2007 and previously spent one year at Veravest Investment Advisors, Inc. Gregorio serves as adjunct faculty at Endicott College and teaches in the CFP Program through Dalton Educational. 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 over $212 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services while providing a range of investment options through both proprietary and outsourced models.

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

CFP®, Series 63

Lynnfield, MA

Commonwealth Financial Network

Richard Robb is a CFP®-credentialed financial advisor with Commonwealth Financial Network, bringing 40 years of industry experience. He has been affiliated with Capital Management Partners since 1996 and Commonwealth Equity Services, Inc. since 1990. Robb serves as the Board Chair of Tire Conversion Technologies Inc., a non-investment related role. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody/clearing services for individual and institutional clients.

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

CFA®, Series 63, Series 65

Lynnfield, MA

Commonwealth Financial Network

Douglas White is a CFA® charterholder with 44 years of experience in the financial industry. He is currently affiliated with Commonwealth Financial Network and Capital Management Partners, LLC. His prior work history includes roles at B. Riley Wealth Management, Winslow Wealth Management, and Burns & Levinson Asset 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 roughly $213 billion in client assets. The firm provides a broad adviser-support platform featuring managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
View complete list of advisors at this office
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