David Andrew Fingerhut
Investment adviser representative at Commonwealth Financial Network
24 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Cardinal Wealth Planning, LLCDec 2025 to now
- Commonwealth Financial NetworkJul 2024 to now
- Compliance Company, LLCJul 2024 to now
- Triad Financial Group, LLC,Jan 2024 to Dec 2025
- Financial Legacy Assoc., LLCFeb 2003 to Jul 2024
- Osaic Wealth, Inc.Dec 2002 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2206103
- Firm CRD
- 8032