Christopher David Mack

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

• 01/2007 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2007 → Present
  Mack Financial Consulting
  Reading, MA

Other Businesses

1. Fixed insurance sales at branch location, investment related. 2. Owner, C.D. Mack Realty Trust, LLC, an entity created for the purpose of buying and managing Commercial real estate at 2 Haven St., Ste 203, Redding, MA 01867, as of 11/09/2020; Less than 1% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-05-08

Designations

• Certified Financial Planner