Daniel Scott Grossman

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

• 04/2004 → 12/2017
  Commonwealth Financial Network
  Waltham, MA
• 02/2008 → 06/2020
  Acorn Financial, Llc
  Nashua, NH
• 01/2018 → Present
  Commonwealth Financial Network
  Waltham, MA
• 06/2020 → 07/2025
  Financial Strategies Retirement Partners
  Bedford, NH
• 07/2025 → Present
  Granite Ginkgo Financial Planning, Llc
  Nashua, NH

Previous Registrations

• 2021-03-04 → 2025-07-24
  Financial Strategies Retirement Partners
  Bedford, NH
• 2008-02-26 → 2017-12-31
  Acorn Financial, Llc
  Nashua, NH
• 2002-01-30 → 2004-04-23
  Ws Griffith Securities, Inc.
  Nashua, NH

Other Businesses

1. Fixed insurance sales, as an Agent, under the name 'Financial Strategies Retirement Partners'; As of 05/09/17; 1% time spent during business hours; Conducted at branch; Investment related. 2. Coach, with Affinity Coaching, providing life coaching services, Located in Nashua, NH, as of 04/11/2022; 5% of time spent during business hours; Not Conducted at branch location; Not Investment related. 3. Distribution Advisor for the Erin Riley Moskun Irrevocable Trust; friend; Located in Nashua, NH; as of 12/06/2024; Less than 1% time spent during business hours; Not conducted at branch location; Not investment related. 4. Distribution Advisor for the James P. Moskun Irrevocable Trust; friend; Located in Nashua, NH; as of 12/06/2024; Less than 1% time spent during business hours; Not conducted at branch location; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-08