Providence, RI Broadway Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

3

Of 2,786 advisors across 1,206 offices

Location

322 Broadway

Providence RI 02909

Advisors at this office

3

Advisors at this office

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Matt S

Series 63, Series 65

Providence, RI

Commonwealth Financial Network

Matt Stone is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. Outside of finance, he owns Gather, LLC, which focuses on farming and art education. 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 advisors discretion over client portfolios and manages model portfolios through 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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Stephen D

Series 63, Series 65

Providence, RI

Commonwealth Financial Network

Stephen Dipardo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 15 years before joining Commonwealth and Gather Wealth Strategies. 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, technology, and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and multiple 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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Sean R

CFP®, Series 63, Series 65

Providence, RI

Commonwealth Financial Network

Sean Reilly is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Gather Wealth Management, and has held positions at Morgan Stanley and Morgan Stanley Private Bank. His other business activities include fixed insurance sales conducted at his branch location. 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 offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance 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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