AC

Adam Robert Crittenden

26 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
3151 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth offers various advisory programs with different fee structures. The PPS Custom Program (Transactions) assesses transaction charges for the purchase and sale of certain securities. The PPS Custom Program (Platform) assesses a quarterly platform fee that is asset-based rather than dependent on the volume of transactions to cover purchase and sale transactions and annual maintenance fee costs. Advisors may elect to pay the platform fee on a client’s behalf. Commonwealth also receives revenue-sharing payments from NFS based on client assets held by Commonwealth with NFS in non-Fidelity NTF and iNTF funds that participate in Fidelity’s NTF and iNTF programs and non-Fidelity TF funds that participate in Fidelity’s TF program.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

One University Office Park, 29 & 95 Sawyer Road, Waltham, MA, 02453

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Commonwealth Financial Network Broker
July 2024 - Present · 1 yr 6 mos
Commonwealth Financial Network
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Osaic Wealth, INC.
September 2023 - July 2024 · 10 mos
Osaic Wealth, INC. Broker
September 2023 - July 2024 · 10 mos
Sagepoint Financial, INC.
April 2021 - September 2023 · 2 yrs 5 mos
Sagepoint Financial, INC.Broker
April 2021 - September 2023 · 2 yrs 5 mos
Charles Schwab & Co., INC.
September 2016 - December 2019 · 3 yrs 3 mos
Charles Schwab & Co., INC. Broker
April 1998 - December 2019 · 21 yrs 8 mos
State Registrations1 state
AZ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.