Eugene Roland Newton

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

• 10/2001 → Present
  Putnam Investments - Putnam Retail Management
  Andover, MA
• 04/2007 → 03/2025
  Allen Insurance & Financial
  Camden, ME
• 04/2007 → 09/2024
  Commonwealth Financial Network
  Waltham, MA
• 09/2024 → 03/2025
  Commonwealth Financial Network
  Waltham, MA
• 04/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 04/2025 → Present
  Allen Financial Group
  Belfast, ME

Exams

• S66 Uniform Combined State Law Examination
  2024-12-23
• S63 Uniform Securities Agent State Law Examination
  2002-06-27