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FIRM PROFILE
Overview
COMMONWEALTH ADVISORS, INC. is located at 1017 Mumma Road, Suite 302, Lemoyne, PA 17043 and was first established at Philadelphia, Pennsylvania in 07/12/2010. After operating for 15 years, COMMONWEALTH ADVISORS, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of COMMONWEALTH ADVISORS, INC.’s clients are individuals and 0% of their clients are high net worth individuals. COMMONWEALTH ADVISORS, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at COMMONWEALTH ADVISORS, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access COMMONWEALTH ADVISORS, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at COMMONWEALTH ADVISORS, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for COMMONWEALTH ADVISORS, INC. Comes From
Understanding the Statistics for COMMONWEALTH ADVISORS, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1017 Mumma Road, Suite 302, Lemoyne, PA 17043
1017 Mumma Road, Suite 302, Lemoyne, PA 17043
Small
(717) 731-1700
Pennsylvania since 07/12/2010
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| CA HOLDING GROUP, LLC | MEMBER | ||
| BYBEL, NICHOLAS JR. | CHAIRMAN, CEO, CHIEF COMPLIANCE OFFICER, AML OFFICER | ||
| WEEKS, CURTIS ALLAN | FINOP, PFO, POO | 5278425 |
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Advisor's working at COMMONWEALTH ADVISORS, INC.
Nicholas Bybel JR.
John D Putman
Curtis Allan Weeks
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