Commonwealth Advisors, Inc.

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Lemoyne, Pennsylvania
CRD number
154783
Registered since
October 10, 2011

Firm profile

FINTRX

Overview

Commonwealth Advisors, Inc. is organized as a corporation and appears in FINTRX’s registry as an SEC-registered adviser since 2011. The firm is categorized as unclassified and is identified as owned by a combination of a domestic entity and an individual. The snapshot flags several governance characteristics: it is not listed as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser. FINTRX does not populate fields for the firm's fee schedule, client segments, business activities, or advisory services in the record provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Nicholas Bybel

    Chairman & CEOCRD 5835535

Contacts

2 of 2
  • Curtis Weeks

    FinOpCRD 5278425

  • John Putman

    Executive Vice PresidentCRD 5287076

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lemoyne, PA

Cumberland

Location

Lemoyne, PA

Headquartered in Lemoyne, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.

Metro area
Harrisburg-York-Lebanon, PA
Region
Northeast
County
Cumberland
Address
1017 Mumma Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth