Matthew Richard Bouthillette
Investment adviser representative at Commonwealth Financial Network
10 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
10 years in the industry.
- Commonwealth Financial NetworkJun 2025 to now
- Oak Leaf Wealth Management ServicesJun 2025 to now
- Cetera Investment Advisers LLCAug 2023 to Jun 2025
- Cetera Wealth Services, LLCAug 2023 to Jun 2025
- Pioneer Financial GroupJun 2020 to Jun 2025
- Minnesota Life Insurance CompnayJun 2020 to Aug 2023
- Securian Financial ServicesJun 2020 to Aug 2023
- Collette Travel ServicesJun 2018 to Aug 2019
- Georgetown UniveristyAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 7267504
- Firm CRD
- 8032