Daniel Gregory Carthew
Investment adviser representative at Commonwealth Financial Network
11 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
11 years in the industry.
- Commonwealth Financial NetworkJul 2024 to now
- Murphy Financial GroupJul 2024 to now
- Raymond James Financial Services Advisors, Inc.Apr 2022 to Jul 2024
- Crux Wealth Advisors, LLCFeb 2021 to Jul 2024
- Raymond James Financial Services, Inc.Jan 2021 to Jul 2024
- Kestra Investment Services, LLCMay 2015 to Jan 2021
- Favia GroupApr 2015 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5685203
- Firm CRD
- 8032