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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 |
|---|---|---|---|
| NH | RA | APPROVED | 2025-06-27 |
Branch Locations
244 North Main Street Ste 200, Concord, NH 03301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of New Hampshire | Gilford | NH | 10/2013 | 06/2025 |
| Cetera Investment Services Llc | St.CLoud | MN | 10/2013 | 06/2025 |
| Cetera Investment Advisers Llc | Gilford | NH | 01/2014 | 06/2025 |
| Commonwealth Financial Network | Waltham | MA | 06/2025 | Present |
| Granite Capital Advisors | Concord | NH | 06/2025 | Present |
1. Co-owner, Granite Capital Advisors; a private entity established to facilitate securities, advisory, and insurance business; Located in Laconia, NH; as of 06/27/2025; 1% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; Located in Laconia, NH, as of 06/27/2025; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-22 |
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