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Charles Gregory Crothers

Investment adviser representative at Commonwealth Financial Network
22 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$212.7BFirm assets

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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

22 years in the industry.

  1. Commonwealth Financial NetworkAug 2022 to now
  2. Wealth and Income SolutionsAug 2022 to now
  3. Mass Mutual Life Insurance CompanyOct 2004 to Aug 2022
  4. MML Investors ServicesOct 2004 to Aug 2022

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 3 states (NJ, PA, TX).

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
4858008
Firm CRD
8032
Advisor's SEC record (opens in a new tab)
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