Benjamin Isaac Brieger
Investment adviser representative at Commonwealth Financial Network
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$212.7BFirm assets
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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
12 years in the industry.
- Commonwealth Financial NetworkJun 2023 to now
- Sherr Financial AssociatesJun 2023 to now
- Dion's LiquorNov 2022 to May 2023
- ChipotleSep 2022 to Nov 2022
- Marsh Mclennon AgenecyJun 2022 to Aug 2022
- Next PhaseJun 2021 to Jan 2022
- Bentley UniversityAug 2020 to Dec 2023
- Uncle George'sOct 2017 to Jan 2021
- University of New Hampshire Dining ServiceAug 2017 to Oct 2017
- Bottomline TechnologiesJul 2017 to Aug 2017
- Town of Northwood NhMay 2017 to Jun 2017
- UnemployedMar 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
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
- 7774908
- Firm CRD
- 8032