Robert S. Torney
Investment adviser representative at Commonwealth Financial Network
11 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 yearsFirm in business
Are you Robert S. Torney? Claim your profile
Contact this firm
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 NetworkOct 2023 to now
- Legacy Financial Services, LLCOct 2023 to now
- Morgan Stanley Private Bank, N.AJul 2021 to Oct 2023
- Morgan Stanley Smith Barney LLCJun 2020 to Oct 2023
- Raymond James & Associates, Inc.May 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 6059132
- Firm CRD
- 8032