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 has been SEC-registered since 2011. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as unclassified in the available records and does not identify itself as a capital allocator. It is not flagged as an active ESG investor, nor as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser in the provided data. Available profiles do not include descriptions of its advisory activities, investment strategies, fee schedules, or client segments. That limited public disclosure constrains any firm-level read on portfolio approach, client targeting, or specialization.

Assets & Accounts

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