Commonwealth Retirement Investments LLC

Commonwealth Retirement Investments LLC (CRD# 285998) is a financial advisory firm headquartered in Richmond, VA. They manage $240,420,738 in 820 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
9030 Stony Point Parkway, Suite 580, Richmond, VA 23235
https://www.facebook.com/commonwealthretirement
By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    820
    ACCOUNTS
  • Average Account Value
    $293,196
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NC, VA

Financial Advisors at Commonwealth Retirement Investments LLC
Showing 1 - 5 of 5 top financial advisors.
1
James Drake, financial advisor Richmond VA
James F. Drake
CRD#: 1101983
9030 Stony Point Parkway, Suite 580, Richmond, VA 23235

James Drake (CRD# 1101983) is an Investment Advisor Representative working at Commonwealth Retirement Investments LLC in Richmond, VA and has over 38 years of experience in the finance industry.

2
Ryan Drake, financial advisor Richmond VA
Ryan P. Drake
CRD#: 4416994
9030 Stony Point Parkway, Suite 580, Richmond, VA 23235

Ryan Drake (CRD# 4416994) is an Investment Advisor Representative working at Commonwealth Retirement Investments LLC in Richmond, VA and has over 22 years of experience in the finance industry.

3
Christopher Lee, financial advisor Richmond VA
Christopher S. Lee
CRD#: 6125774
9030 Stony Point Parkway, Suite 580, Richmond, VA 23235

Christopher Lee (CRD# 6125774) is an Investment Advisor Representative working at Commonwealth Retirement Investments LLC in Richmond, VA and has over 9 years of experience in the finance industry.

4
David Monday, financial advisor Richmond VA
David L. Monday
CRD#: 722234
9030 Stony Point Parkway, Suite 580, Richmond, VA 23235

David Monday (CRD# 722234) is an Investment Advisor Representative working at Commonwealth Retirement Investments LLC in Richmond, VA and has over 43 years of experience in the finance industry.

5
Marcelo Ampie Zelaya, financial advisor Richmond VA
Marcelo A. Ampie Zelaya
CRD#: 7433667
9030 Stony Point Parkway Suite 580, Richmond, VA 23235

Marcelo Ampie Zelaya (CRD# 7433667) is an Investment Advisor Representative working at Commonwealth Retirement Investments LLC in Richmond, VA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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