Drew Joseph Inglesi
Investment adviser representative at Commonwealth Financial Network
17 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$212.7BFirm assets
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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
17 years in the industry.
- Commonwealth Financial NetworkMay 2025 to now
- Boston Wealth StrategiesMay 2025 to now
- Northwestern Mutual Wealth Management CompanySep 2019 to May 2025
- Northwestern Mutual Investment Services LLCNov 2018 to May 2025
- Randall HallAug 2018 to May 2025
- Goodwin Group PrMay 2017 to Aug 2017
- Elementree HouseJun 2013 to Jan 2017
- StudentJan 2008 to May 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6960095
- Firm CRD
- 8032