Robert P. Morse
Investment adviser representative at Commonwealth Financial Network
16 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$212.7BFirm assets
Are you Robert P. Morse? Claim your profile
Contact this firm
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
16 years in the industry.
- Angelo Planning GroupMar 2025 to now
- Commonwealth Financial NetworkMar 2025 to now
- Osaic Wealth, Inc.Oct 2024 to Mar 2025
- American PortfoliosDec 2010 to Oct 2024
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4156171
- Firm CRD
- 8032