Theodore Robert Haley

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
OR	RA	APPROVED	2009-02-11

TX RA
APPROVED

Since 2026-03-24
OR RA
APPROVED

Since 2009-02-11

Branch Locations

8625 Sw Cascade Ave. Suite 602, Beaverton, OR 97008 • 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
Advanced Wealth Management, Inc.	Portland	OR	06/2008	Present
Commonwealth Financial Network	Waltham	MA	02/2009	Present

06/2008 → Present

Advanced Wealth Management, Inc.

Portland, OR
02/2009 → Present

Commonwealth Financial Network

Waltham, MA

Previous Registrations

2011-02-23 → 2021-11-19

Advanced Wealth Management

Portland, OR

Other Businesses

1. Fixed insurance sales; as of 06/01/2010, 3% of time spent during business hours, investment related, conducted at branch location. 2. Co-Owner, Advanced Wealth Management, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 06/17/2008; 95% of time spent during business hours; Conducted at branch; Investment related.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-02-03

S66 Uniform Combined State Law Examination

2009-02-03

Designations

Certified Financial Planner

Other Names

Ted Robert Haley

View on SEC IAPD