Edward John Vita
Investment adviser representative at Commonwealth Financial Network
11 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
11 years in the industry.
- Commonwealth Financial NetworkSep 2021 to now
- UBS Financial Services Inc.Feb 2019 to Sep 2021
- Commonwealth Financial NetworkOct 2018 to Jan 2019
- Vita Wine ConsultingAug 2018 to Oct 2018
- Durham UniveristySep 2017 to Jul 2018
- Mcp's Irish PubApr 2017 to Sep 2017
- TravelingDec 2016 to Apr 2017
- Fortrend SecuritiesDec 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7027945
- Firm CRD
- 8032