Marcus Gil Pinnock

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2002 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2012-06-27 → 2014-09-05
  Meridian Asset Management
  Salt Lake City, UT
• 2001-11-19 → 2002-10-09
  Signator Investors, Inc.
  Salt Lake City, UT

Other Businesses

1. Fixed insurance sales; as of 2002; 1% of time spent during business hours; conducted at branch location, investment related. 2. Waly Investments, Ltd; general partner; family-related entity; as of 01/01/1998; 0% of time spent during business hours; not conducted at branch; investment related. 3. Co-Owner, Sterling Financial Group; rep securities business; as of 09/13/2002; 5% of time spent during business hours; conducted at branch; investment related. 4. Owner, Gil Corporation; S-corp for simple retirement plan; as of 09/13/2002; conducted at branch; non-investment related. 5. Owner, Cram, Inc; c Corp for medical expenses; as of 09/13/2002; conducted at branch; non-investment related. 6. MGP Enterprises; related to Gil Corp, Cram Inc and Waly FLP; as of 09/13/2002; 0% of time spent during business hours; conducted at branch; non-investment related. 7. Part owner of St. Charles Farm House, entity that owns family cabin; as of 01/01/2016; 1% of time spent during business hours; Not investment related and not conducted at branch location. 8. Part owner of Annie's Blue House, entity that owns family cabin; as of 01/01/2016; 1% of time spent during business hours; Not investment related and not conducted at branch location. 9. Co-owner, WP Homes, LLC; an entity created for the purpose of buying real estate in Midway, UT, as of 2/08/2022; 1% of time spent during business hours; Not conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-27
• S63 Uniform Securities Agent State Law Examination
  1989-03-01

Other Names

• Mark Pinnock
• Marc Pinnock