Laurie Schiavone
Laurie Schiavone is a registered investment advisor at Commonwealth Financial Network, based in Wappingers Falls, NY, with 33 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
942 Route 376, Suite 210-211, Wappingers Falls, NY, 12590
Get directionsHistory
Regulatory History (1)
Criminal
November 1982Other Business ActivitiesSells Insurance
Laurie is a co-owner of Brent Financial Group, LLC, established in 2005 to facilitate securities, advisory, and insurance business, taking up all of her time during business hours. Laurie also sells fixed insurance, dedicating about 10-20% of her time.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Aetna Investment Services, INC.Broker
Commonwealth Equity Services, INC.Broker
State Registrations28 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.