Michael David Barone
Investment adviser representative at Commonwealth Financial Network
19 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
19 years in the industry.
- Stratgen Wealth PartnersAug 2026 to now
- Commonwealth Financial NetworkJan 2020 to now
- Seide Financial GroupJan 2020 to Aug 2026
- LPL Financial LLCMar 2018 to Jan 2020
- Great Valley Advisor Group, Inc.Jan 2018 to Jan 2020
- Massachusetts Mutual Life Insurance CompanyJul 2017 to Feb 2018
- MML Investors Services, LLCJul 2017 to Feb 2018
- Take Shape for Life, IncAug 2015 to Jan 2017
- Integrated Health and Wellness Center, PcAug 2013 to Mar 2024
- StudentAug 2007 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6818610
- Firm CRD
- 8032