Alexandra
Sonnenberg

Commonwealth Financial Network

CRD#7053801
Investment Advisor
in San Diego, CA

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About this Advisor

Alexandra Sonnenberg is a financial advisor based in San Diego, California, working with Commonwealth Financial Network. Alexandra has previously held positions at Foresters Financial Services, Maryville University, Tom Ham'S Lighthouse, Spike'S Fresh Fish Grill And Bar, Lemon Grove Care And Rehabilitation Center, San Diego State University, Cetera Investment Services LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, and Commonwealth Financial Network. Alexandra has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Alexandra is part of Commonwealth Financial Network, which operates out of San Diego, California. The firm has 1,762 offices and 4,850 employees. The firm manages assets totaling $209.7 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

5100 Marlborough Drive Suite 200 and 201
San Diego, CA 92116

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$209,735,339,476

CA Average: $16,012,751,954
Total Number of Employees

4,850

CA Average: 118
Total Number of Accounts

671,650

CA Average: 4,567
Average Account Size

$312,269

CA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Alexandra Sonnenberg Work History

2024 - Present (1 year)

Commonwealth Financial Network

2020 - 2024 (4 years)

Cambridge Investment Research Advisors, Inc

2020 - 2024 (4 years)

Cambridge Investment Research

2019 - 2019 (< 1 year)

Cetera Investment Services LLC

2019 - 2024 (5 years)

Cambridge Investment Research, Inc

2018 - 2019 (1 year)

Foresters Financial Services

2018 - 2018 (< 1 year)

Maryville University

2016 - 2018 (2 years)

Tom Ham'S Lighthouse

2016 - 2016 (< 1 year)

Lemon Grove Care And Rehabilitation Center

2014 - 2018 (4 years)

Spike'S Fresh Fish Grill And Bar

2011 - 2015 (4 years)

San Diego State University

Disclosures

Please visit the SEC profile of Alexandra Sonnenberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

John Macdougall
Northfield, MA
Brandon Wester
New York, NY
William Salazar
Waltham, MA
Holly Clarke
Macungie, PA
Michael Herkert
Tarrytown, NY
Caroline Knights
Needham Heights, MA
Jeffrey Brannon
Saint Paul, MN
Luke Graves
Greenville, SC

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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