Grant Bartlett
Investment adviser representative at Commonwealth Financial Network
11 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
11 years in the industry.
- Commonwealth Financial NetworkMar 2026 to now
- Kaplan Financial GroupFeb 2026 to now
- JPMorgan Chase Bank, N.A.Oct 2023 to Feb 2026
- J.P. Morgan Securities LLCSep 2023 to Aug 2025
- First Republic Investment Management, Inc.May 2019 to Sep 2023
- First Republic Securities Company, LLCMay 2019 to Sep 2023
- Bank of America / Merrill LynchSep 2015 to May 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
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
- 4762387
- Firm CRD
- 8032