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Advisors / Connecticut / Milford
11yrs

Michael Messina

Financial advisor at Commonwealth Financial Network

Based in Milford, Connecticut, Michael Messina is a fiduciary financial advisor with 11 years of industry experience. Michael joined Commonwealth Financial Network in 2019, after three years at LPL Financial. Michael holds the CFP® designation.

One of 79 advisors with offices in Milford, and one of 75 fiduciaries.

Milford, CTCFP®Fiduciary advisor

At a glance

Experience11 years (since 2016)
How that compares ?11 years in the industry
OfficeMilford, CT
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
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.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2019 – now
  2. 2016 – 2019

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Michael

How do I contact Michael?

Call Commonwealth Financial Network at (781) 736-0700 and ask for Michael Messina. Michael works from the Milford, CT office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2016, about 11 years. 11 years in the industry.

What licenses does Michael hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael 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 Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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