Deborah Baldyga
Deborah Baldyga is a registered investment advisor at Commonwealth Financial Network, based in North Haven, CT, with 34 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
26 Broadway, North Haven, CT, 06473
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Regulatory History (1)
Customer Dispute
February 2016Other Business ActivitiesSells Insurance
Deborah sells fixed insurance through WealthPort LLC and is a co-owner of the same company. WealthPort LLC facilitates securities, advisory, and insurance businesses.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Edward D. Jones & CO., L.P.Broker
Compass Investment Services CORP.Broker
Liberty Securities CorporationBroker
Connecticut Association Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Liberty Securities CorporationBroker
Liberty Securities CorporationBroker
Nylife Securities INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.