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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| CT | RA | APPROVED | 2000-09-06 |
Branch Locations
340 Hebron Avenue, Glastonbury, CT 06033 • United States
15 Chesterfield Road Suite 205, East Lyme, CT 06333 • United States
41 East Main Street, Avon, CT 06001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2000 | Present |
| Gottfried & Somberg Wealth Management, Llc | Glastonbury | CT | 04/2006 | Present |
1. Co-Trustee for a private family foundation; as of 07/01/2007; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Fixed Insurance Sales, as of 03/2012, 5% of time spent during business hours; Conducted at branch location; Investment related. 3. Member and Co-Owner, Gottfried & Somberg Wealth Management, LLC, a private entity created as an operating company for securities, advisory, and insurance business as well as offering tax preparation services; as of 12/30/2011; 10% of time spent during business hours; Conducted at branch location; Investment related. 4. Owner, Matthew Somberg, LLC, a private entity established to receive proceeds from investment advisory business; as of 01/2017; 100% of time spent during business hours; Conducted at branch location; Investment related. 5. Member and Co-Owner, 340 Hebron Avenue, LLC, private entity created for the purpose of owning and managing an office property located in Glastonbury, CT; as of 04/2006; 0% of time spent during business hours; Conducted at branch location; Investment related. 6. Co-Owner, Teacher Retirement Planning Services, LLC, a private entity established to market and provide speaking seminars; as of 03/2017, 0% of time spent during business hours, Conducted at branch location; Investment related. 7. Co-owner, MACEE Corporation, an entity created for the purpose of owning real estate in Turks & Caicos; as of 11/28/2023; Less than 1% of time spent during business hours; Not conducted at branch; Investment related. 8. Co-owner, GSWM Tax LLC; entity providing tax preparation services; as of 11/26/2025; 10% of time spent during business hours; Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-18 |
| S66 | Uniform Combined State Law Examination | 2000-07-07 |
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