Mark Joseph Vesely
Investment adviser representative at Commonwealth Financial Network
10 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
10 years in the industry.
- Commonwealth Financial NetworkJun 2026 to now
- Dutchess Harbour Wealth Management LLCJun 2026 to now
- LPL Financial LLCNov 2025 to Jun 2026
- Hudson Valley Credit UnionSep 2025 to Jun 2026
- Commonwealth Financial NetworkJan 2024 to Sep 2025
- Dutchess Harbour Wealth Management LLCJan 2024 to Sep 2025
- UnemployedJan 2022 to Jan 2024
- J.P. Morgan Securities LLCAug 2021 to Jan 2022
- JPMorgan Chase Bank, N.A.Aug 2021 to Jan 2022
- UnemployedMar 2021 to Aug 2021
- Dsl Financial ServicesMar 2020 to Mar 2021
- LPL Financial LLCMar 2020 to Mar 2021
- UnemployedMar 2020 to Mar 2020
- Robert Half InternationalAug 2019 to Mar 2020
- UnemployedJul 2019 to Aug 2019
- Fraleigh & Rakow IncJan 2018 to Jul 2019
- UnemployedJan 2018 to Jan 2018
- Four Bridges IncSep 2017 to Jan 2018
- Rocking Horse Ranch ResortSep 2017 to Nov 2017
- UnemployedMay 2017 to Sep 2017
- Strategic Financial SolutionsMay 2017 to May 2017
- M&t BankJun 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6127618
- Firm CRD
- 8032