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Commonwealth Financial Network CRD 8032
$213B regulatory AUM 20,450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-24 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
60 Railroad Place Suite 104, Saratoga Springs, NY 12866 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vahanian & Associates Financial Planning Inc. | Saratoga Springs | NY | 05/1986 | Present |
| Osaic Wealth, Inc. | Saratoga Springs | NY | 11/1989 | 07/2025 |
| Commonwealth Financial Network | Waltham | MA | 07/2025 | Present |
1. Fixed insurance sales; as of 7/23/2025; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Vahanian & Associates Financial Planning Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 7/23/2025; 5% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-22 |
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