Thomas Robert Beeby
Investment adviser representative at Commonwealth Financial Network
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Commonwealth Financial NetworkJun 2025 to now
- Foundations Financial PartnersJun 2025 to now
- Simon Quick AdvisorsJul 2023 to May 2025
- Magnetar CapitalMay 2021 to Aug 2021
- Beeby Clark Meyler AdvertisingMay 2020 to Aug 2020
- University of DelawareAug 2018 to May 2023
- Prime Time LacrosseJun 2018 to May 2023
- Waccabuc Country Club Summer Camp CounselorMay 2016 to Aug 2019
- John Jay High SchoolJun 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
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
- 8123266
- Firm CRD
- 8032