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Scott James Patterson

Commonwealth Financial Network

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About Scott James Patterson

Scott Patterson has been in the financial industry since February 27, 1993. Scott is currently a registered representative with Commonwealth Financial Network in Maitland, Florida. Prior to joining Commonwealth Financial Network, Scott was a registered representative with Lincoln Financial Advisors Corporation, PNC Investments, Wells Fargo Advisors, LLC, Wells Fargo Insurance Services Investment Advisors, Inc., John Hancock Distributors LLC, Barnett Investments, Inc., CIGNA Financial Advisors,INC., Capital Analysts, Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Scott is also a registered representative with the state of Florida. Scott offers financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Scott Patterson 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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Scott Patterson’s Registration & Firm History

FL

03/01/2023 - Present

Commonwealth Financial Network (Maitland FL)

FL

11/08/2018 - 03/02/2023

LINCOLN FINANCIAL ADVISORS CORPORATION (MAITLAND FL)

FL

11/13/2012 - 07/19/2013

PNC INVESTMENTS (ORLANDO FL)

FL

01/03/2011 - 10/12/2012

WELLS FARGO ADVISORS, LLC (ORLANDO FL)

FL

04/12/2010 - 12/31/2010

WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. (ORLANDO FL)

MA

03/25/1998 - 03/02/2009

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

FL

12/10/1996 - 03/15/1998

BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)

PA

02/18/1992 - 12/20/1996

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

OH

03/09/1988 - 01/07/1992

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

NA

06/25/1986 - 02/22/1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BOTH

Issued 12/12/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/1994

Series 24 - General Securities Principal Examination

BC

Issued 11/07/2018

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/1987

Series 3 - National Commodity Futures Examination

BC

Issued 06/21/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott James Patterson.
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