Investment adviser representative · Commonwealth Financial Network

Denise Schatz

CRD 7695139 · Chadds Ford, PA

At a glance

Denise Schatz is an investment adviser representative with Commonwealth Financial Network in Chadds Ford, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Denise’s SEC record dates to 2023, about 3 years ago.

Current advisory firm

Commonwealth Financial NetworkSince October 2023Chadds Ford, PA · $213B in regulatory assets

SEC adviser record

Registered since: 2023 (3 years)
Designations: None on file
Exams: Series 65
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Denise’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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