Scott Coopersmith

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
VA	RA	APPROVED	2024-10-21
NY	RA	APPROVED	2023-11-03

VA RA
APPROVED

Since 2024-10-21
NY RA
APPROVED

Since 2023-11-03

Branch Locations

New City, NY • United States

275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States

Glen Allen, VA • 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
American Portfolios Financial Services, Inc.	Holbrook	NY	11/2012	11/2023
Commonwealth Financial Network	Waltham	MA	11/2023	Present
Sda Wealth Strategies, Llc	New City	NY	08/2023	Present

11/2012 → 11/2023

American Portfolios Financial Services, Inc.

Holbrook, NY
11/2023 → Present

Commonwealth Financial Network

Waltham, MA
08/2023 → Present

Sda Wealth Strategies, Llc

New City, NY

Previous Registrations

2012-11-30 → 2023-11-07

American Portfolios Advisors, Inc

Holbrook, NY
2009-07-21 → 2012-11-29

Msi Financial Services, Inc.

Pearl River, NY

Elmsford, NY

Other Businesses

1. Fixed insurance sales; as of 11/3/2023; 10% time spent during business hours; Conducted at branch location; Investment related. 2. Owner, SDA Wealth Strategies, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 8/25/2023; 0% of time spent during business hours; Conducted at branch; Investment related. 3. Tax Preparation & General Accounting, SDA Tax Preparation; as of 8/25/2023; 2% of time spent during business hours; Conducted at branch; Not investment related. 4. Owner, SD Tax Prep, LLC; tax preparation and general accounting; as of 8/25/2023; 0% of time spent during business hours; Conducted at branch location; Not investment related. 5. Divorce Planning, SD Divorce Solutions; as of 8/25/2023; Less than 10% of time spent during business hours; Conducted at branch; Not investment related. 6. Owner, SDA Divorce Solutions, LLC; divorce planning as of 8/25/2023; 0% of time spent during business hours; Conducted at branch location; Not investment related. 7. Owner, SDA Capital Partners, LLC; entity involved in ownership of tax, divorce & wealth solution entities; as of 12/06/2021; 1% of time spent during business hours; Conducted at branch location; Investment related.