Michele Marie Conte

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1998 → Present
  Commonwealth Financial Network
  Waltham, MA
• 10/1998 → Present
  Crossbridge Financial Group Of Cny, Inc.
  Dewitt, NY

Other Businesses

1. Co-Owner, Crossbridge Financial Group of CNY, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 08/1998; 100% time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as of 1999, Less than 5% of time spent during business hours, conducted at branch office, investment related 3. Tax preparation, as of 01/01/2010, less than 1% of time spent during business hours, conducted at branch location, non-investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-09-30
• S63 Uniform Securities Agent State Law Examination
  1991-11-22

Other Names

• Michele M Alesci
• Michele Marie Alesci
• Michele M Burgwin
• Michele Marie Burgwin