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Adamantios Moraitis

Commonwealth Financial Network
8 Years of Experience
Cherry Hill, NJ
1 DisclosureBroker
View SEC Summary
View SEC Summary

Adamantios Moraitis is a registered investment advisor at Commonwealth Financial Network, based in Cherry Hill, NJ, with 8 years of industry experience. Adamantios 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.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2913 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

535 Route 38 East, Suite 502 E, Cherry Hill, NJ, 08002

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Adamantios owns Collectibles Empire in Merchantville, NJ, since 2021. He spends minimal time on this activity during business hours, and it is not investment-related.

Employment History
Current Registrations
Commonwealth Financial Network
January 2025 - Present · 1 yr 9 mos
Commonwealth Financial NetworkBroker
January 2025 - Present · 1 yr 9 mos
Previous Registrations
M&t Securities, INC.
December 2017 - June 2020 · 2 yrs 6 mos
M&t Securities, INC.Broker
December 2017 - June 2020 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2012 - May 2016 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2012 - May 2016 · 3 yrs 11 mos
State Registrations1 state
NJ
AdvisorBrokerBoth

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
No exam information available for this advisor.
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