Charles Peter Brown

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:

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-23
MA	RA	APPROVED	2000-09-07

TX RA
APPROVED

Since 2026-03-23
MA RA
APPROVED

Since 2000-09-07

Branch Locations

100 Cummings Center Suite 207P, Beverly, MA 01915 • United States

One Hollis Street Suite 301, Wellesley, MA 02482-4673 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Commonwealth Financial Network	Waltham	MA	02/1995	Present
Charles P. Brown D/B/A Capitol Financial Advisors	Wellesley	MA	03/1999	Present
Charles P. Brown D/B/A Cfa Insurance Services	Wellesley	MA	02/1988	Present

02/1995 → Present

Commonwealth Financial Network

Waltham, MA
03/1999 → Present

Charles P. Brown D/B/A Capitol Financial Advisors

Wellesley, MA
02/1988 → Present

Charles P. Brown D/B/A Cfa Insurance Services

Wellesley, MA

Previous Registrations

2004-06-01 → 2019-12-31

Capitol Financial Advisors

Wellesley, MA

Other Businesses

1. Charles P Brown and CFA Insurance Services, SELLING FIXED INSURANCE PRODUCS, AS LIFE INSURANCE AGENT, INVESTMETN RELATED. 2. SKD PROPERTIES, LLC, PASSIVE INVESTOR WITH NO MANAGEMENT DUTIES, NON-INVESTMENT RELATED. 3. CAPITOL FINANCIAL ADVISORS, STATE REGISTERED INVESTMENT ADVISER OFFERING FINANCIAL PLANNING, AS OWNER AND INVESTMENT ADVISER REPRESENTATIVE, INVESTMENT RELATED. 4. Owner of rental property located in Naples, FL, as of 12/29/2025; 0% of time spent during business hours; Not conducted at branch location; Investment related 4. EXPERT WITNESS; PROVIDES TESTIMONY ON FINANCIAL PLANNING TOPICS; INVESTMENT RELATED. 5. CAPITOL FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN. TRUSTEE OF COMPANY RETIREMENT PLAN. INVESTMENT RELATED, AT BRANCH LOCATION.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1988-07-08

S63 Uniform Securities Agent State Law Examination

1988-07-08

Designations

Chartered Financial Consultant

View on SEC IAPD