William Joseph Amatuzzo

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:

Current Employers

Commonwealth Financial Network

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-24
SC	RA	APPROVED	2023-03-28
NY	RA	APPROVED	2021-06-29

TX RA
APPROVED

Since 2026-03-24
SC RA
APPROVED

Since 2023-03-28
NY RA
APPROVED

Since 2021-06-29

Branch Locations

Daniel Island, SC • United States

427 Bedford Road Suite 310, Pleasantville, NY 10570 • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Pleasantville	NY	09/2005	07/2018
Commonwealth Financial Network	Waltham	MA	07/2018	Present
Clear Path Private Wealth	Pleasantville	NY	07/2018	Present

09/2005 → 07/2018

Ameriprise Financial Services, Inc.

Pleasantville, NY
07/2018 → Present

Commonwealth Financial Network

Waltham, MA
07/2018 → Present

Clear Path Private Wealth

Pleasantville, NY

Other Businesses

1. Co-owner, Amatuzzo, Magnani & Associates, LLC, Clear Path Private Wealth; a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 07/13/2018; Approximately 1% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed insurance sales; as of 07/13/2018; Approximately 2% time spent during securities trading hours per month; Conducted at branch location; Investment related.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-07-22

S66 Uniform Combined State Law Examination

2002-07-22

Designations

Certified Financial Planner

View on SEC IAPD