Steven John Tonkinson

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

• 11/2007 → Present
  Tonkinson Properties, Llc
  Miami, FL
• 07/2011 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2005-03-04 → 2011-07-15
  Securities America Advisors, Inc.
  Miami, FL
  Coral Gables, FL
  Miami, FL
  Miami, FL
  Miami, FL

Other Businesses

1. Co-Owner, Tonkinson Financial, Inc., financial advisory services, as of 2011, 80% of time spent during business hours, investment related, conducted from branch location. 2. Fixed insurance sales, as of 2011, 1% of time spent during business hours, Not investment related. Not conducted from branch location. 3. Co-owner, Tonkinson Properties l, LLC, an entity created for the purpose of buying and managing residential real estate at 4041 S. Leguene Rd., Coconut Grove, FL as of 2011; 5% of time spent during business hours; Not Conducted at branch; Investment related. 4. Co-owner, Tonkinson Properties ll, LLC, an entity created for the purpose of buying and managing residential real estate at 2398 S. Dixie Hwy, Miami, FL, as of 2011; 5% of time spent during business hours; Not Conducted at branch; Investment related. 5. Treasurer and part-owner of The Tonkinson Foundation, Inc., family owned foundation created to make charitable donations, as of 12/23/2016, 5% of time spent during business hours, Investment related and conducted from branch location. 6. Owner of two residential real estate properties that are rented, located in Miami, FL, as of 01/01/2017, 2% of time spent during business hours, Not investment related. Not conducted from branch location. 7. Co-Owner, Tonkinson Properties III, LLC, an entity created for the purpose of buying and managing residential real estate at 101 S Seas Drive Unit 101, Jupiter, FL 33477, as of 03/25/2021; 0% of time spent during business hours; Not Conducted at branch; Investment related. 8. Co-Owner, Tonkinson Properties IV, LLC, an entity created for the purpose of buying and managing residential real estate at 200 SE 15th Rd #5k, Miami, FL 33129, as of 03/25/2021; 0% of time spent during business hours; Not Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-18
• S63 Uniform Securities Agent State Law Examination
  2003-07-28

Designations

• Certified Financial Planner

Other Names

• Steven J Tonkinson