AM

Adamantios Julian Moraitis

7 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
3151 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth offers various advisory programs with different fee structures. The PPS Custom Program (Transactions) assesses transaction charges for the purchase and sale of certain securities. The PPS Custom Program (Platform) assesses a quarterly platform fee that is asset-based rather than dependent on the volume of transactions to cover purchase and sale transactions and annual maintenance fee costs. Advisors may elect to pay the platform fee on a client’s behalf. Commonwealth also receives revenue-sharing payments from NFS based on client assets held by Commonwealth with NFS in non-Fidelity NTF and iNTF funds that participate in Fidelity’s NTF and iNTF programs and non-Fidelity TF funds that participate in Fidelity’s TF program.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

535 Route 38 East, Suite 502 E, Cherry Hill, NJ, 08002

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Regulatory History (1)
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Financial
January 2019
Final
Other Business Activities

Adamantios owns Collectibles Empire in Merchantville, NJ, since 2021. He spends minimal time on this activity during business hours, and it is not investment-related.

Employment History
Current Registrations
Commonwealth Financial Network
January 2025 - Present · 1 yr
Commonwealth Financial Network Broker
January 2025 - Present · 1 yr
Previous Registrations
M&t Securities, INC.
December 2017 - June 2020 · 2 yrs 6 mos
M&t Securities, INC.Broker
December 2017 - June 2020 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2012 - May 2016 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 2012 - May 2016 · 3 yrs 11 mos
State Registrations22 states
CACOCTDCDEFLILLAMDMEMIMNNCNJNYOHORPASCVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.