Gary R. Croniser

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

• 11/2008 → Present
  Commonwealth Financial Network
  Waltham, MA
• 11/2008 → Present
  Diversified Wealth Strategies, Llc
  East Syracuse, NY

Other Businesses

1. SELLING FIXED INSURANCE PRODUCTS UNDER DBA NAME, DIVERSIFIED WEALTH STRATEGIES, LLC, AS INSURANCE AGENT,CONDUCTED AT BRANCH OFFICE, INVESTMENT RELATED. 2. GRC WEALTH MANAGEMENT, INC., OWNER AND PRESIDENT, OPERATING COMPANY, CONDUCTED AT BRANCH, INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2000-11-22