Adam Robert Crittenden

Commonwealth Financial Network

26 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingInvestment Management

Commonwealth Financial Network

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

3151 advisors

Number of Clients

399,450 clients

Average Client Portfolio

$525K average

Assets Under Management

$209.7B

Fee Structure

Minimum Investment:$1K

Location

One University Office Park, 29 & 95 Sawyer Road, Waltham, MA, 02453

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Commonwealth Financial NetworkBroker

July 2024 - Present · 1 yr 7 mos

Commonwealth Financial Network

July 2024 - Present · 1 yr 7 mos

Previous Registrations

Osaic Wealth, INC.

September 2023 - July 2024 · 10 mos

Osaic Wealth, INC.Broker

September 2023 - July 2024 · 10 mos

Sagepoint Financial, INC.

April 2021 - September 2023 · 2 yrs 5 mos

Sagepoint Financial, INC.Broker

April 2021 - September 2023 · 2 yrs 5 mos

Charles Schwab & CO., INC.

September 2016 - December 2019 · 3 yrs 3 mos

Charles Schwab & CO., INC.Broker

April 1998 - December 2019 · 21 yrs 8 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.