Trevor James Leverington
Investment adviser representative at Commonwealth Financial Network
14 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
14 years in the industry.
- Adams & AssociatesJan 2025 to now
- Commonwealth Financial NetworkJan 2025 to now
- Kutztown UniversityAug 2024 to Dec 2024
- Berkleigh Golf Club - Byler HoldingsMay 2024 to Dec 2024
- Kutztown UniversityAug 2023 to May 2024
- Berkshire Country ClubMay 2023 to Aug 2023
- KutztownAug 2022 to May 2023
- East Penn Manufacturing (deka)May 2022 to Aug 2022
- Kutztown UniversityAug 2021 to May 2022
- Pavement ImpressionsJun 2021 to Aug 2021
- Kutztown UniversityAug 2020 to May 2021
- Pavement ImpressionsJun 2020 to Aug 2020
- Kutztown UniversityAug 2019 to May 2020
- Kutztown Borough PoolJun 2019 to Aug 2019
- Kutztown Area Middle School and High SchoolAug 2012 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7746700
- Firm CRD
- 8032