Lisa Marie Cremonini

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

• 03/2004 → Present
  Commonwealth Financial Network
  Waltham, MA
• 04/2010 → Present
  Capitol Financial Advisors
  Wellesley, MA

Previous Registrations

• 2017-01-11 → 2019-12-31
  Capitol Financial Advisors
  Wellesley, MA
• 2005-02-28 → 2010-04-26
  Jane Siegel & Associates
  Natick, MA
• 2000-04-05 → 2004-04-14
  1717 Capital Management Company
  Newton, MA

Other Businesses

1. Selling fixed insurance products, as of 04/2004, 10% of time spent during business hours, investment related; conducted at branch. 2. LMC Financial Planning Services LLC; president; as of 01/23/2015, 1% of time spent during business hours, investment related; conducted at branch. 3. E Health; Medicare product referrals; as of 12/01/21; Less than 5% of time spent during business hours; not investment related; conducted at branch.

Exams

• S66 Uniform Combined State Law Examination
  2000-01-08

Designations

• Certified Financial Planner