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Brian Francis Coneeny

Commonwealth Financial Network

Nashua, NH

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2015-05-26
  • NH RA
    APPROVED
    Since 2015-05-26

Branch Locations

402 Amherst Street Suite 203, Nashua, NH 03063 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coneeny Investment Management Nashua NH 03/2005 01/2025
Commonwealth Financial Network Waltham MA 05/2015 Present
Axial Financial Nashua NH 10/2024 Present
  • 03/2005 → 01/2025
    Coneeny Investment Management
    Nashua, NH
  • 05/2015 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 10/2024 → Present
    Axial Financial
    Nashua, NH
Previous Registrations
  • 2011-02-01 → 2024-12-11
    Coneeny Investment Management Llc
    Nashua, NH
  • 2000-08-14 → 2015-05-21
    Lpl Financial Llc
    Bow, NH
    Nashua, NH
  • 2005-04-04 → 2010-12-31
    Coneeny Investment Management Llc
    Nashua, NH
Other Businesses

Fixed insurance sales; as of 01/13/2015; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-13
S63 Uniform Securities Agent State Law Examination 1998-06-30
  • S65 Uniform Investment Adviser Law Examination
    2000-07-13
  • S63 Uniform Securities Agent State Law Examination
    1998-06-30
Designations
Other Names
  • Brian Coneeny

View on SEC IAPD

Other Firms

INDEPENDENCE FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INDEPENDENT ADVISOR ALLIANCE, LLC
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Other Investors

MARK PAIGE PERKINS
Ian Garry Clarke-Pounder
FREDERICK ACKLEY BOUCHER
Corey Patrick Burgess
Jakob Roy Zylak
MELANIE LYNN LAVIGNE
MICHAEL GEORGE CERATO
JAMES DONALD ABAGIS

Other Offices

INDEPENDENCE FINANCIAL ADVISORS, LLC · Nashua, NH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · NASHUA, NH
AMERIPRISE FINANCIAL SERVICES, LLC · NASHUA, NH
WORLD INVESTMENT ADVISORS, LLC · Nashua, NH
WORLD INVESTMENT ADVISORS, LLC · Nashua, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
INDEPENDENT ADVISOR ALLIANCE, LLC · Nashua, NH
EDWARD JONES · NASHUA, NH

More in Nashua, NH

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