Bryan Keith Chew

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

• 07/2012 → Present
  Commonwealth Financial Network
  Waltham, MA
• 07/2012 → Present
  Paragon Financial Services
  Sacramento, CA

Previous Registrations

• 1997-12-31 → 2012-08-03
  Lpl Financial Llc
  Sacramento, CA
  Sacramento, CA

Other Businesses

1. Paragon Financial Services, as insurance agent selling fixed insurance products, conducted at branch, investment related. 2. Bryan Chew and Associates, Owner of private entity created as operating company for payroll tax purposes, conducted at branch, investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-05-30

Designations

• Certified Financial Planner