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Mitchell Lino Mammini

Investment adviser representative at Commonwealth Financial Network
7 yearsExperience
2 statesRegistered in
CFADesignation
$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

7 years in the industry.

  1. Commonwealth Financial NetworkOct 2023 to now
  2. Mammini CompanyOct 2023 to now
  3. Capital AnalystsJul 2023 to Oct 2023
  4. Lincoln InvestmentJun 2022 to Oct 2023
  5. Alliance BernsteinJun 2019 to May 2022
  6. California Polytechnic State University, San Luis ObispoAug 2018 to Jun 2019
  7. Merrill LynchJun 2018 to Sep 2018
  8. California Polytechnic State University, San Luis ObispoSep 2017 to Jun 2018
  9. Atlas General InsuranceJun 2017 to Sep 2017
  10. California Polytechnic State University, San Luis ObispoSep 2016 to Jun 2017

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

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
6977796
Firm CRD
8032
Advisor's SEC record (opens in a new tab)
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