Bernard Vincent Mcmanus
Investment adviser representative at Commonwealth Financial Services
8 yearsExperience
1 stateRegistered in
$994.7MFirm assets
3 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 fee
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
8 years in the industry.
- Commonwealth Financial ServicesAug 2022 to now
- Arbor Point AdvisorsJul 2022 to Mar 2023
- Securities America, Inc.Jul 2022 to Mar 2023
- JP Morgan Chase Bank, N.A.Sep 2018 to Jul 2022
- JP Morgan Securities, LLCSep 2018 to Jul 2022
- United BankNov 2016 to Sep 2018
- United Brokerage Services, IncNov 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WV).
Commonwealth Financial Services
Legal name: Commonwealth Financial Services, LLC.
$994.7MAssets managed
2,271Clients
17Advisers
3 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
- 6583172
- Firm CRD
- 324930