Thomas Charles Brennan
Investment adviser representative at Commonwealth Financial Network
10 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
10 years in the industry.
- Commonwealth Financial NetworkJan 2025 to now
- Verderese FinancialJan 2025 to now
- J.P. Morgan Securities LLCNov 2022 to Jan 2025
- JPMorgan Chase Bank, N.A.May 2021 to Jan 2025
- Century BankMay 2020 to May 2021
- Century BankMay 2019 to Dec 2019
- University of DallasAug 2016 to Apr 2020
- WendysMay 2015 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7668667
- Firm CRD
- 8032