Stephen Michael Robinson
Investment adviser representative at Commonwealth Financial Network
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Redcon CapitalSep 2025 to now
- Commonwealth Financial NetworkJan 2024 to now
- Clear Future Financial, LLCJan 2024 to Sep 2025
- Edward JonesDec 2019 to Jan 2024
- Arch StaffingOct 2019 to Nov 2019
- Army ReservesJul 2019 to Oct 2019
- United States ArmySep 2017 to Jul 2019
- Counterpointe Solutions IncNov 2016 to Sep 2017
- Encore Group of ProfessionalsSep 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7200631
- Firm CRD
- 8032