Isabela Miller
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.
- Axial Financial GroupDec 2025 to now
- Commonwealth Financial NetworkDec 2025 to now
- Fidelity InvestmentsJul 2025 to Dec 2025
- College of the Holy CrossAug 2024 to Jun 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- College of the Holy CrossAug 2023 to Jun 2024
- Wellington ManagementJun 2023 to Aug 2023
- College of the Holy CrossAug 2022 to Jun 2023
- Axial Financial GroupJun 2022 to Aug 2022
- Lit BoutiqueJun 2022 to Aug 2022
- Axial Financial GroupJun 2021 to Aug 2021
- Hole In OneJun 2020 to Aug 2020
- Brooks SchoolJun 2015 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7404796
- Firm CRD
- 8032