Elliott Robert Morse
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.
- Commonwealth Financial NetworkMar 2025 to now
- Angelo Planning GroupMar 2025 to now
- Commonwealth Financial NetwworkMar 2025 to now
- Rochester Regional HealthNov 2021 to now
- Honeoye Falls AmbulanceAug 2021 to now
- Victor Farmington AmbulanceNov 2020 to now
- United States ArmySep 2015 to now
- Osaic Wealth, Inc.Oct 2024 to Mar 2025
- American Portfolios Financial Services, Inc.Apr 2022 to Oct 2024
- Perinton AmbulanceApr 2019 to Dec 2021
- Southeast Regional EmsAug 2018 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State 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
- 7530591
- Firm CRD
- 8032