Brendan Dunuwila
Brendan Dunuwila is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Fayetteville, NY, with 17 years of industry experience. Brendan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
6881 East Genesee Street, Fayetteville, NY, 13066
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brendan sells fixed insurance, dedicating minimal time to it. He also owns ESG Ventures, LLC for real estate management and Dunuwila Wealth Management, LLC to facilitate securities, advisory, and insurance business, dedicating all of his time to the latter.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Lincoln Investment Planning, INC
Lincoln InvestmentBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ing Financial Advisers, LLCBroker
State Registrations25 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.
Exams
More Advisors
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