Advisor at Commonwealth Financial Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Commonwealth Financial Network
Location
Saratoga Springs, NY 12866
Credentials
Series 63, Series 65
Industry experience
14 years
Cameron Corsi is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Goldman, Sachs & Co. and Vahanian & Associates Financial Planning. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, trading, technology, and compliance support to affiliated advisors.
Based on Commonwealth Financial Network
Based on Commonwealth Financial Network
Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.
$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%
Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.
Up to $500 per hour for consulting services.
Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.
60 Railroad Place, Suite 104
Saratoga Springs, NY 12866
Massachusetts · New York
Commonwealth Financial Network
2025 - Present (1 year)
Vahanian & Associates Financial Planning
2016 - Present (10 years)
OSAIC
2016 - 2025 (9 years)
Goldman, Sachs & Co.
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Saratoga Springs, NY
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Bob Holbrook Holdings LLC
CFP®, Series 63, Series 65
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Saratoga Investment Solutions Inc.
Series 65
Saratoga Springs, NY
Dubois Capital Management LLC
CFP®, Series 63
Saratoga Springs, NY
Portfolio Allocators LLC
Series 63, Series 65
Mechanicville, NY
Wilson Advisors, LLC
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