Joseph Theodore Amoddio
Investment adviser representative at Commonwealth Financial Network
8 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
8 years in the industry.
- Commonwealth Financial NetworkJan 2024 to now
- Weller Group LLCAug 2021 to now
- Heart of the HarvestMay 2021 to Jul 2021
- United Parcel ServiceDec 2020 to Jan 2021
- Wethersfield Parks and RecreationMay 2018 to Aug 2019
- Full Time College StudentSep 2017 to Jun 2021
- Full Time High School StudentSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7425098
- Firm CRD
- 8032