Kevin Joseph Neiley
Investment adviser representative at Commonwealth Financial Network
12 yearsExperience
2 statesRegistered in
ChFC®Designation
$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
12 years in the industry.
- Commonwealth Financial NetworkMay 2023 to now
- Foundations Financial PartnersSep 2018 to now
- Minnesota Life Insurance CoSep 2018 to May 2023
- Securain Financial Services IncSep 2018 to May 2023
- Stowaway Self-storageJul 2017 to Sep 2017
- Dartmouth CollegeSep 2014 to Jun 2018
- Pro Com Roofing CorporationJun 2014 to Sep 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7016880
- Firm CRD
- 8032