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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| CA | RA | APPROVED | 2015-10-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 10/2015 | Present |
| Central Coast Wealth Management | San Luis Obispo | CA | 10/2015 | Present |
1. Central Coast Wealth Management, LLC; Owner; operating company; as of 2015, 80% of time spent during business hours, conducted at branch; investment related. 2. Fixed insurance sales, as of 2015, 5% of time spent during business hours, conducted at branch, investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-27 |
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