Michael Francis Egan

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

• 02/2013 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 01/2013 → 01/2025
  4Thought Financial Group Inc.
  Holbrook, NY
• 10/2024 → 01/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 01/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2025 → Present
  Kingsbridge Capital Advisors
  Syosset, NY

Previous Registrations

• 2024-10-11 → 2025-01-10
  Osaic Wealth, Inc.
  Syosset, NY
  Scottsdale, AZ
• 2017-06-13 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2013-05-07 → 2017-05-31
  4Thought Financial Group Inc.
  Syosset, NY
  Syosset, NY
• 2005-03-16 → 2007-07-05
  Hornor, Townsend & Kent, Llc
  Uniondale, NY
  Uniondale, NY
• 2002-07-30 → 2003-07-07
  Equitable Advisors, Llc
  Lake Success, NY

Other Businesses

1. Fixed insurance sales; as of 1/3/2025; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Kingsbridge Capital Advisors; a private entity established to facilitate securities, advisory, and insurance business; as of 7/27/2020; 100% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-20