Gary Lee Dietrich

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

Authority	Category	Status	Date
PA	RA	APPROVED	2024-07-01

PA RA
APPROVED

Since 2024-07-01

Branch Locations

100 Plaza Drive, Blandon, PA 19510 • 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

Organization	City	State	From	To
Cadaret, Grant & Co., Inc.	Blandon	PA	05/2002	06/2024
Adams & Associates	Blandon	PA	05/2002	10/2021
Commonwealth Financial Network	Waltham	MA	07/2024	Present
Adams & Associates	Blandon	PA	07/2024	Present

05/2002 → 06/2024

Cadaret, Grant & Co., Inc.

Blandon, PA
05/2002 → 10/2021

Adams & Associates

Blandon, PA
07/2024 → Present

Commonwealth Financial Network

Waltham, MA
07/2024 → Present

Adams & Associates

Blandon, PA

Previous Registrations

2007-02-23 → 2024-07-03

Cadaret, Grant & Co., Inc.

Blandon, PA

Blandon, PA

Blandon, PA
2004-04-26 → 2010-04-07

Adams & Associates

Blandon, PA

Other Businesses

Fixed insurance sales; Located at 100 Plaza Dr Blandon, PA 19510, as of 7/01/2024; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-05-01

S66 Uniform Combined State Law Examination

2002-05-01

View on SEC IAPD