Shawn Michael Leonard
Investment adviser representative at Commonwealth Financial Network
14 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
14 years in the industry.
- Heritage Peaks Wealth ManagementOct 2025 to now
- Commonwealth Financial NetworkDec 2011 to now
- Cambridge Investment Research Advisors, Inc.Oct 2025 to Oct 2025
- Cambridge Investment Research, Inc.Oct 2025 to Oct 2025
- Mountainone Bank dba Mountainone Investment GroupDec 2011 to Oct 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (VT).
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
- 4643578
- Firm CRD
- 8032