Kevin C Birt
Investment adviser representative at Commonwealth Financial Network
12 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
12 years in the industry.
- Black Diamond Custom Wealth ManagementMar 2024 to now
- Commonwealth Financial NetworkMar 2024 to now
- Lincoln Financial SecuritiesFeb 2021 to Mar 2024
- Wells EnterprisesNov 2020 to Feb 2021
- United States Census BureauSep 2020 to Oct 2020
- Emerge Capital ManagementJan 2020 to Aug 2020
- UnemployedJul 2019 to Jan 2020
- HSBC Securities (USA) IncJun 2017 to Jul 2019
- Scottrade, Inc.Oct 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2019
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
- 4259058
- Firm CRD
- 8032