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David Edward Fruh

Commonwealth Financial Network

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About David Edward Fruh

David Edward Fruh is a financial advisor registered with Commonwealth Financial Network. David has been working in the financial industry since 1998. David holds several licenses and certifications, including Series 6, 7, 63, and 65. David specializes in providing financial planning, pension consulting, and portfolio management services. David also has experience in the insurance industry and is a Certified Public Accountant (CPA). David is committed to providing his clients with the highest level of service and expertise.

Firm Information

David Fruh is currently registered with Commonwealth Financial Network. Commonwealth Financial Network is an Approved Limited Liability Company formed in August 2017 and headquartered in Waltham, Massachusetts. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. They have a presence in all 50 states, as well as in Puerto Rico and the Virgin Islands. The firm manages approximately $177 billion in regulatory assets under management and has a large network of licensed agents, investment adviser representatives, registered representatives, and investment advisory functions. They cater to various client types, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
Commonwealth Financial Network

29 SAWYER ROAD

WALTHAM, MA 02453-3483

$177.03B

Assets Under Management

19,600

Total Clients

3,791

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Fruh’s Registration & Firm History

CO

01/01/2025 - Present

Commonwealth Financial Network (Colorado Springs CO)

CO

12/23/2011 - 10/23/2015

HD VEST INVESTMENT SERVICES (COLORADO SPRINGS CO)

TX

08/13/2002 - 12/19/2005

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

MA

03/27/2001 - 08/13/2002

LONG GROVE TRADING CO. (BOSTON MA)

CT

11/16/2000 - 03/26/2001

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

MA

02/22/1999 - 11/09/2000

LONG GROVE TRADING CO. (BOSTON MA)

TX

06/22/1998 - 02/17/1999

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

MI

02/19/1992 - 10/05/1992

OLDE DISCOUNT CORPORATION (DETROIT MI)

CO

07/29/1991 - 01/29/1992

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 02/01/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/18/2012

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/08/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/23/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2013

Series 7 - General Securities Representative Examination

BC

Issued 12/22/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for David Edward Fruh. Review regulatory record here.
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