Michael James Muffoletto
Investment adviser representative at Commonwealth Financial Network
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- Commonwealth Financial NetworkMar 2024 to now
- Clark & Company Wealth ManagementMar 2024 to now
- Lincoln Financial SecuritiesJul 2021 to Mar 2024
- MML Investors ServicesSep 2018 to Jul 2021
- MassmutualMay 2018 to Jul 2021
- Tjt ConsultingApr 2018 to Dec 2020
- UnemployedJan 2018 to Apr 2018
- Mwi Animal HealthDec 2016 to Jan 2018
- St. Bonaventure UniversityAug 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7022504
- Firm CRD
- 8032