Aleesha K. Graham
Investment adviser representative at Commonwealth Financial Network
9 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 yearsFirm in business
Are you Aleesha K. Graham? Claim your profile
Contact this firm
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
9 years in the industry.
- Commonwealth Financial NetworkJul 2025 to now
- Whz Strategic Wealth AdvisorsJul 2025 to now
- Fidelity InvestmentsJan 2024 to Jul 2025
- Corrigan Financial, Inc.Dec 2021 to Dec 2023
- Crown Supply CompanyJan 2020 to Apr 2021
- Women's Refugee CareDec 2019 to Feb 2020
- Samplers IncNov 2019 to Feb 2022
- MatoukMay 2019 to Nov 2019
- Chardonnay'sNov 2018 to Jun 2019
- SienaJun 2018 to Nov 2018
- Jrs ProvidenceJan 2018 to May 2018
- Johnson & Wales UniversitySep 2016 to Jun 2018
- For Love and FoodJun 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CT, RI).
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
- 7662264
- Firm CRD
- 8032