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Matthew Hillel Piaker

Commonwealth Financial Network

Beverly, MA

Peabody, MA

CRD 4392140

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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
MA RA APPROVED 2002-03-15
  • MA RA
    APPROVED
    Since 2002-03-15

Branch Locations

100 Cummings Center Suite 207P, Beverly, MA 01915 • United States

Peabody, MA • 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
Matthew H Piaker Wellesley MA 01/2000 Present
Commonwealth Financial Network Waltham MA 04/2001 Present
Previous Registrations
  • 2004-06-02 → 2019-12-31
    Capitol Financial Advisors
    Wellesley, MA
Other Businesses

Fixed insurance sales; less than 5% of time spent during business hours; conducted at branch location, investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-07
  • S66 Uniform Combined State Law Examination
    2001-08-07

View on SEC IAPD

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