Dean Jeffrey Digregorio

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

• 04/2008 → 07/2017
  Principal Life Insurance Company
  Waltham, MA
• 06/2008 → 07/2017
  Princor Financial Services Corporation
  Waltham, MA
• 08/2017 → 06/2021
  Voya Financial Advisors
  West Newbury, MA
• 06/2021 → 07/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 07/2022 → Present
  One Retirement Source
  West Newbury, MA
• 07/2022 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2021-06-09 → 2022-07-26
  Cetera Wealth Services, Llc
  Braintree, MA
  West Newbury, MA
• 2017-08-22 → 2021-06-09
  Voya Financial Advisors, Inc.
  West Newbury, MA
  Braintree, MA
• 2008-06-25 → 2017-08-01
  Principal Securities, Inc.
  Waltham, MA
  Waltham, MA
  Des Moines, IA
  Waltham, MA
• 2005-07-19 → 2008-04-25
  Voya Financial Advisors, Inc.
  Foxborough, MA
  Waltham, MA

Other Businesses

Co-owner, One Retirement Source, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2025; 100% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-01