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Elana Michelle Muzzey

Commonwealth Financial Network

Cheshire, CT

Orange, CT

CRD 3259501

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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

AuthorityCategoryStatusDate
CT RA APPROVED 2004-01-27
  • CT RA
    APPROVED
    Since 2004-01-27

Branch Locations

Cheshire, CT • United States

Orange, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 08/2002 Present
Other Businesses

1. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT REALTED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-11-05
S63 Uniform Securities Agent State Law Examination 1999-08-30
  • S65 Uniform Investment Adviser Law Examination
    2003-11-05
  • S63 Uniform Securities Agent State Law Examination
    1999-08-30
Designations
  • Certified Financial Planner
Other Names
  • Elana Michelle Buchmar
  • Elana M Buchman
  • Elana Michelle Buchman

View on SEC IAPD

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