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Davis Deringer

Investment adviser representative at Commonwealth Financial Network
15 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

15 years in the industry.

  1. Commonwealth Financial NetworkAug 2024 to now
  2. Ascend Wealth ManagementAug 2024 to now
  3. Lincoln Financial Advisors CorporationSep 2018 to Aug 2024
  4. Frankford UmbrellasJun 2018 to Aug 2018
  5. Wegmans Food MarketsMay 2013 to May 2018
  6. Rowan UniversityJan 2011 to Dec 2018

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
7024758
Firm CRD
8032
Advisor's SEC record (opens in a new tab)
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