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Richard Kevin Colarossi

Commonwealth Financial Network

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About Richard Kevin Colarossi

Richard Colarossi is a financial advisor with Commonwealth Financial Network. Richard has been in the industry since 1997 and is registered to provide investment advice in 19 states, including New York. Richard is also licensed as a Registered Representative in New York. Richard has experience working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Richard's areas of expertise include financial planning, portfolio management, pension consulting, educational seminars, and publication of periodicals. Previously, Richard was an advisor at NFP Securities, Inc. and VeraVest Investments, Inc.

Firm Information

Richard Colarossi is currently registered with Commonwealth Financial Network. Commonwealth Financial Network is an Approved Limited Liability Company formed in August 2017 and headquartered in Waltham, Massachusetts. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. They have a presence in all 50 states, as well as in Puerto Rico and the Virgin Islands. The firm manages approximately $177 billion in regulatory assets under management and has a large network of licensed agents, investment adviser representatives, registered representatives, and investment advisory functions. They cater to various client types, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
Commonwealth Financial Network

29 SAWYER ROAD

WALTHAM, MA 02453-3483

$177.03B

Assets Under Management

19,600

Total Clients

3,791

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Colarossi’s Registration & Firm History

MA

06/29/2021 - Present

Commonwealth Financial Network (WALTHAM MA)

NY

11/07/2003 - 11/25/2013

NFP SECURITIES, INC. (ISLANDIA NY)

MA

09/18/1997 - 12/19/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BC

Issued 10/01/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Richard Kevin Colarossi. Review regulatory record here.
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