Adam Robert Crittenden
Investment adviser representative at Commonwealth Financial Network
29 yearsExperience
1 stateRegistered 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
29 years in the industry.
- Commonwealth Financial NetworkJul 2024 to now
- Krueger Financial ServicesJul 2024 to now
- Osaic Wealth, Inc.Sep 2023 to Jul 2024
- Sagepoint Financial, Inc.Apr 2021 to Sep 2023
- UnemployedNov 2019 to Apr 2021
- Charles Schwab BankJun 2016 to Nov 2019
- Charles Schwab & Co., Inc.Dec 1997 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 2962348
- Firm CRD
- 8032