Nathan F Rogero
Investment adviser representative at Commonwealth Financial Network
18 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
18 years in the industry.
- Aegis ConsultingMar 2023 to now
- Commonwealth Financial NetworkMar 2023 to now
- Lincoln Financial Advisors, IncApr 2019 to Mar 2023
- Liberty Partners Financial Services, LLCJan 2018 to Apr 2019
- MML Investors Services, LLCFeb 2011 to Jan 2018
- Massmutual Life Insurance CompanyOct 2008 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5623484
- Firm CRD
- 8032