Susan Carrie Leonard
Investment adviser representative at Commonwealth Financial Network
13 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
13 years in the industry.
- Commonwealth Financial NetworkAug 2026 to now
- Terra Blue Wealth ManagmentJun 2024 to now
- Glencrest GroupJan 2024 to Apr 2024
- Analysis GroupJul 2019 to Dec 2023
- Lando & AnastasiJul 2017 to Jun 2019
- Bates CollegeAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7942941
- Firm CRD
- 8032