North Haven, CT State Street Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

3

Of 2,786 advisors across 1,210 offices

Location

36 State Street, Suite 7

North Haven CT 06473

Advisors at this office

3

Advisors at this office

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Craig M

Series 63, Series 65

North Haven, CT

Commonwealth Financial Network

Craig Montanari is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Company for 16 years. Montanari is also a co-owner of LJMCAM, LLC, an entity involved in managing commercial real estate in North Haven, CT. 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 operational support, including model portfolio management and customized investment solutions.

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

Series 66

North Haven, CT

Commonwealth Financial Network

Korey Juniewic is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Network since 2023, with a brief tenure at LPL Financial in 2023. 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 clients. The firm provides a variety of advisory programs, technology, and operational support, allowing advisors to offer customized portfolio management and a broad range of securities and insurance products.

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

Series 63, Series 65

North Haven, CT

Commonwealth Financial Network

Joanne Martin is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 19 years of industry experience. Her career includes long-term service at Linsco/Private Ledger Corp and multiple roles at Commonwealth Financial Network and Juniewic Financial Group. 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 provides a range of managed-account programs, access to third-party asset managers, and back-office services including trading and reporting.

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