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AK
AK
Adam Patrick Kittredge
Commonwealth Financial Network
21 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Financial Planning & Coaching
Investment Management
Commonwealth Financial Network
Compensation
Commission-Based
Fee-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
Investment Management
Planning
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Location
85 Main Street, Florence, MA, 01062
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Judgment / Lien
April 2016
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How to Read Disclosures
Employment History
Current Registrations
Commonwealth Financial Network
October 2015 - Present · 10 yrs 4 mos
Commonwealth Financial Network
Broker
September 2015 - Present · 10 yrs 5 mos
Previous Registrations
Cuso Financial Services, L.P.
July 2013 - July 2015 · 2 yrs
Cuso Financial Services, L.P.
Broker
June 2013 - July 2015 · 2 yrs 1 mo
MML Investors Services, LLC
August 2012 - April 2013 · 8 mos
MML Investors Services, LLC
Broker
August 2012 - April 2013 · 8 mos
Charles Schwab & CO., INC.
December 2008 - April 2011 · 2 yrs 4 mos
Charles Schwab & CO., INC.
Broker
December 2008 - April 2011 · 2 yrs 4 mos
National Financial Services LLC
Broker
July 2007 - November 2008 · 1 yr 4 mos
Strategic Advisers, INC.
June 2005 - November 2008 · 3 yrs 5 mos
Fidelity Brokerage Services LLC
Broker
June 2005 - June 2007 · 2 yrs
Charles Schwab & CO., INC.
Broker
July 2002 - May 2005 · 2 yrs 10 mos
State Registrations
1 state
MA
Advisor
Broker
Both
Exams
No exam information available for this advisor.