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Commonwealth Financial Network CRD 8032
$213B regulatory AUM 20,450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| ME | RA | APPROVED | 2012-07-20 |
Branch Locations
254 Commercial St. Suite 245, Portland, ME 04101 • United States
North Yarmouth, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2012 | Present |
| 44 North Financial Partners | Portland | ME | 07/2012 | Present |
1. Member and Part Owner, 44 North Financial Partners, LLC, a private entity est. to facilitate securities, advisory, and insurance business; as of 2013, Less than 10% of time spent during business hours, Conducted at branch; Investment related. 2. Member and Owner, Weber Wealth Management, LLC, a private entity est. to receive fee and commission revenue from securities, advisory, and insurance businesses; as of 2013, Less than 10% of time spent during business hours, Conducted at branch; Investment related. 3. Fixed insurance sales, as an Agent; As of 07/19/12; Conducted at branch; Investment related. 4. Co-Owner, 1119 LLC, a private entity est. to own and manage a residential rental property located in Yarmouth, ME; As of 02/12/20; Less than 1% time spent during regular business hours; Not conducted at branch; Investment related. 5. Trustee for the Chad & Kelly Snow Testamentary Trust; friend; Located in Yarmouth, ME; as of 8/24/2023; 0% time spent during business hours; Not conducted at branch location; Not investment related. 6. Co-owner, Bellas Pride LLC; entity to hold personal investments; Located in North Yarmouth, ME; as of 04/15/2026; 0% of time spent during business hours; Not Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-27 |
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