Andrew Karl Maron

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

• 10/2014 → 11/2018
  Sii
  Fogelsville, PA
• 10/2014 → 10/2024
  Client 1St Financial
  Foglesville, PA
• 11/2018 → 10/2024
  Osaic Wealth, Inc.
  Fogelsville, PA
• 11/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 11/2024 → 03/2026
  Paragon Strategic Wealth
  Allentown, PA
• 03/2026 → Present
  Four Arrows Financial Group, Llc
  Allentown, PA

Previous Registrations

• 2018-11-02 → 2024-11-05
  Osaic Wealth, Inc.
  Allentown, PA
  Fogelsville, PA
• 2014-10-24 → 2018-11-02
  Signator Investors, Inc.
  Fogelsville, PA
• 2014-01-09 → 2014-11-10
  Great Valley Advisor Group, Llc
  Berwyn, PA
• 2009-09-08 → 2014-11-04
  Lpl Financial Llc
  Allentown, PA
• 2007-03-02 → 2009-09-08
  Mutual Service Corporation
  Allentown, PA
  Wilmington, DE
  Allentown, PA
• 2006-02-16 → 2007-02-23
  National Planning Corporation
  Breinigsville, PA
  Emmaus, PA

Other Businesses

1.Fixed insurance sales; as of 08/07/2024; 2% of time spent during business hours; Conducted at branch location; Investment related. 2.Owner, Paragon Strategic Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 11/05/2018; 99% time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-07
• S63 Uniform Securities Agent State Law Examination
  1998-01-10

Other Names

• Drew Karl Maron