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Renee Anne Bilodeau

Investment adviser representative at Commonwealth Financial Network
12 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

12 years in the industry.

  1. Ct Financial PartnersSep 2022 to now
  2. Commonwealth Financial NetworkApr 2021 to now
  3. Johndrow Wealth ManagementApr 2021 to Sep 2022
  4. Lincoln Financial DistributorsDec 2019 to Mar 2021
  5. UnemployedOct 2019 to Nov 2019
  6. Select Physical TherapyDec 2018 to Sep 2019
  7. UnemployedSep 2018 to Nov 2018
  8. Brookland PintMay 2017 to Aug 2018
  9. The Catholic University of AmericaSep 2014 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 66 · Uniform Combined State Law2022

State registrations

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

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
7211760
Firm CRD
8032
Advisor's SEC record (opens in a new tab)
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