Maria Giampietro
Investment adviser representative at Commonwealth Financial Network
8 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
8 years in the industry.
- Commonwealth Financial NetworkOct 2023 to now
- Tinsley Financial Group, LLCOct 2023 to now
- Clark Asset Management, LLCFeb 2023 to Oct 2023
- UnemployedNov 2022 to Jan 2023
- James N. Ball & CompanyFeb 2019 to Oct 2022
- Thrivent FinancialOct 2018 to Jan 2019
- Summit Financial PartnersJun 2017 to Sep 2018
- Nashoba Vision AssociatesJul 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7032960
- Firm CRD
- 8032