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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_RES | 2026-03-24 |
| MA | RA | APPROVED | 2023-11-03 |
Branch Locations
108 Grove Street Suite 306, Worcester, MA 01605 • United States
70 Parker Street, Gardner, MA 01440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Worcester | MA | 09/2005 | 10/2023 |
| Larson, Potter, Stratton & Cote | Gardner | MA | 10/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | Present |
Fixed insurance sales; as of 8/10/2023; 0% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-05 |
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