Ciara Kathleen Stewart
Investment adviser representative at Commonwealth Financial Services
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$994.7MFirm 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 fee
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.
- Cwm, LLCSep 2026 to now
- Commonwealth Financial Services, LLCJun 2022 to now
- Heritage Financial and Investment Services, LLCJun 2022 to now
- Securities America, IncJun 2022 to Mar 2023
- Monroe County Health DepartmentSep 2021 to May 2022
- UnemployedJan 2021 to Aug 2021
- United States Census BureauAug 2020 to Oct 2020
- Stonehouse Veterinary ServiceJun 2019 to Dec 2020
- Muskingum UniversityAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (OH, WV).
Commonwealth Financial Services
Legal name: Commonwealth Financial Services, LLC.
$994.7MAssets managed
2,271Clients
17Advisers
3 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
- 7578899
- Firm CRD
- 324930