Beata Dragovics

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 07/2013 → 01/2026
  Commonwealth Financial Network
  Boston, MA
• 06/2013 → Present
  Freedom Trail Financial, Llc
  Boston, MA
• 01/2026 → Present
  Farther Finance Advisors, Llc Dba Farther
  Boston, MA

Previous Registrations

• 2013-07-29 → 2026-01-12
  Commonwealth Financial Network
  Boston, MA
  Waltham, MA
  Norwell, MA

Other Businesses

(1)6/2013 Independent Licensed Insurance Agent; Investment Related; Licensed in Massachusetts; Life, health, annuity, LTC, Fixed Insurance (2)7/2013 Freedom Trail Financial, LLC; Investment Advisory Firm; Principal/IAR/CCO; Investment Related; 20 Park Plaza, Suite 1012 Boston MA 02061; 40 Hours/Month; 10 Hours During Trading Hours/Week; Operating Securities & Providing Investment Advice (3)11/2016 Trustee of Freedom Trail Financial 401(K); Non Investment Related; 20 Park Plaza, Suite 1012 Boston MA 02061; Less than 1 Hour/Week. (4)1/2026 Farther Finance Advisors, LLC dba Farther; Investment Advisory Firm; Wealth Advisor/IAR; Investment Related; 20 Park Plaza, Suite 1012 Boston MA 02061; 160 Hours/Month; 30 Hours During Trading Hours/Week; Operating Securities & Providing Investment Advice

Exams

• S66 Uniform Combined State Law Examination
  2002-12-30

Designations

• Certified Financial Planner