Denise Schatz
Investment adviser representative at Commonwealth Financial Network
16 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
16 years in the industry.
- Commonwealth Financial NetworkApr 2023 to now
- Independence Wealth ServicesFeb 2023 to now
- Aunt Mamie's Italian SpecialtiesApr 2020 to Feb 2023
- Denise Larue CoachingMar 2019 to Feb 2022
- Midatlantic Employers AssociationFeb 2018 to Mar 2019
- Energage (fka Workplace Dynamics)Aug 2010 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7695139
- Firm CRD
- 8032