Mark Anthony Roda

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

• 07/2011 → Present
  Commonwealth Financial Network
  Waltham, MA
• 11/2020 → Present
  Clear Wealth Partners
  Lancaster, PA
• 01/2013 → 08/2018
  Sherman Werst Wealth Advisors
  Lancaster, PA
• 08/2018 → 11/2020
  Align Wealth Strategies
  Lancaster, PA

Previous Registrations

• 2011-08-12 → 2016-12-31
  Sherman Werst Wealth Advisors
  Lancaster, PA
• 2006-10-12 → 2011-08-02
  Td Ameritrade, Inc.
  Harrisburg, PA
• 2006-10-12 → 2011-08-02
  Td Ameritrade Investment Management, Llc
  Lemoyne, PA
  Harrisburg, PA

Other Businesses

1.Fixed insurance sales; as of 08/17/2011; Approximately 3% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Owner, Clear Wealth Partners, LLC; a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 12/01/2020; 95% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-11