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Commonwealth Financial Network CRD 8032
$213B regulatory AUM 20,450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-16 |
| NY | RA | APPROVED | 2026-03-02 |
Branch Locations
Vestal, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stay At Home Mother | Medford | MA | 03/2015 | 05/2025 |
| Treadstone Wealth Advisors | Medford | MA | 05/2025 | 03/2026 |
| Commonwealth Financial Network | Waltham | MA | 03/2026 | Present |
| Treadstone Wealth Advisors | Vestal | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-21 |
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