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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| CO | RA | APPROVED | 2025-11-24 |
| AZ | RA | APPROVED | 2022-11-17 |
| AK | RA | APPROVED | 2004-09-01 |
Branch Locations
405 W 36Th Avenue Suite 201, Anchorage, AK 99503 • United States
Green Valley, AZ • United States
Wasilla, AK • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2004 | 06/2025 |
| Commonwealth Financial Network | Waltham | MA | 06/2025 | Present |
1. SELLING FIXED INSURANCE; AS AN AGENT; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED. 2. EXPERT WITNESS IN FINANCIAL MATTERS, NOT AT BRANCH LOCATION, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-10-07 |
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