Ronald David Sanchez

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

• 09/1999 → 06/2017
  Metropolitan Life Ins. Co.
  Walnut Creek, CA
• 09/1999 → 06/2017
  Metlife Securities, Inc.
  Walnut Creek, CA
• 03/2017 → 06/2017
  Mml Investors Services, Llc
  Walnut Creek, CA
• 06/2017 → Present
  Commonwealth Financial Network
  San Diego, CA

Previous Registrations

• 2017-06-26 → 2021-12-31
  Commonwealth Financial Network
  Walnut Creek, CA
  Pleasanton, CA
• 2017-03-25 → 2017-06-30
  Mml Investors Services, Llc
  Walnut Creek, CA
• 2003-02-13 → 2017-03-25
  Msi Financial Services, Inc.
  San Jose, CA
  Concord , CA
  Walnut Creek, CA

Other Businesses

1. Owner & President, Viewpoint Financial Network Corporation; a private entity established to facilitate securities, advisory, and insurance business; as of 6/26/2024; 100% time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-01
• S63 Uniform Securities Agent State Law Examination
  2000-01-03

Other Names

• Ronald Sanchez
• Ronald D Sanchez