Poughkeepsie, NY Dutchess Landing Road Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,786 advisors across 1,210 offices

Location

70 Dutchess Landing Road, Suite 7

Poughkeepsie NY 12601

Advisors at this office

2

Advisors at this office

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Mark V

Series 63, Series 65

Poughkeepsie, NY

Commonwealth Financial Network

Mark Vesely is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial LLC and J.P. Morgan Securities LLC. Vesely is also involved with Hudson Valley Credit Union in a financial institution duty role. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad range of 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
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Mark V

Series 63, Series 65

Poughkeepsie, NY

Commonwealth Financial Network

Mark Vesely is a financial advisor with Commonwealth Financial Network in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Commonwealth and Dutchess Harbour Wealth Management, LLC, a private entity he owns, since 2021. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and various program structures, supporting advisors in managing diverse client portfolios.

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