David T. Skelly

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

• 11/2009 → 01/2024
  Woodbury Financial Services
  Wilmington, DE
• 01/2024 → 07/2025
  Osaic Wealth, Inc.
  Wilmington, DE
• 07/2025 → Present
  Vala Wealth Management
  Wilmington, DE
• 07/2025 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2024-01-19 → 2025-07-14
  Osaic Wealth, Inc.
  Wilmington, DE
• 2009-11-20 → 2024-01-19
  Woodbury Financial Services, Inc.
  Wilmington, DE
  Willmington, DE
  Timonium, MD
• 2004-11-17 → 2009-12-03
  Hornor, Townsend & Kent, Llc
  Wilmington, DE
  Wilmington, DE

Other Businesses

1. Fixed insurance sales; as of 12/17/2001; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Skelly Financial Planning Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 12/27/2013; 1% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-17
• S63 Uniform Securities Agent State Law Examination
  2001-11-14

Designations

• Certified Financial Planner