Procyon
47yrs
Top advisor by experience in Shelton
42yrs
Robert Paul Iannazzo
Financial advisor at Commonwealth Financial Network
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in Shelton
Office3 Enterprise Drive Suite 401, Shelton, CT 06484
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Jul 2026 – nowInvestmark Advisory Group LLCCurrent
- Oct 2019 – Jun 2020Investmark Advisory Group LLCPreviously
- 2019 – nowCommonwealth Financial NetworkCurrent firm
- 2009 – 2018Morgan StanleyPreviously
- Nov 2008 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 1987 – 2008Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Commonwealth Financial Network at 781-736-0700 and ask for Robert Paul Iannazzo. Robert works from the Shelton, CT office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1984, about 42 years. Top 2% by experience in Shelton.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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