Daniel Masino
Investment adviser representative at Commonwealth Financial Network
13 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
13 years in the industry.
- Angelo Planning GroupMar 2025 to now
- Commonwealth Financial NetworkMar 2025 to now
- Osaic Wealth, Inc.Oct 2024 to Mar 2025
- Gordon Brothers GroupAug 2023 to Aug 2024
- University of RochesterAug 2021 to May 2023
- Bloomberg LPJun 2020 to Aug 2020
- Hobart CollegeSep 2017 to May 2021
- Monroe Country ClubMay 2015 to May 2017
- Fairport High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7583595
- Firm CRD
- 8032