Best Investors Account Sign in

Chad A Erceg

Commonwealth Financial Network

Bethlehem, PA

Claim This Profile
Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-06-23
  • PA RA
    APPROVED
    Since 2025-06-23

Branch Locations

4000 Wegmans Drive Suite 200, Bethlehem, PA 18017 • 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
OrganizationCityStateFromTo
Lpl Financial Llc Bethlehem PA 09/2008 06/2025
Commonwealth Financial Network Waltham MA 06/2025 Present
Lehigh Valley Investment Group Bethlehem PA 06/2025 Present
Previous Registrations
  • 2008-09-05 → 2025-07-01
    Lpl Financial Llc
    Bethlehem, PA
    Bethlehem, PA
    Bethlehem, PA
Other Businesses

Fixed insurance sales; as of 2/28/2025; 2% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-20
S63 Uniform Securities Agent State Law Examination 2007-12-23
  • S65 Uniform Investment Adviser Law Examination
    2008-07-20
  • S63 Uniform Securities Agent State Law Examination
    2007-12-23
Designations

View on SEC IAPD

Other Firms

MCDERMOTT INVESTMENT ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LINCOLN INVESTMENT
J. W. COLE ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
SEIA
CAPTRUST

Other Investors

ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO
CHARLES JOSEPH MCKELVEY
FORREST WILLIAM OBRIEN
KATHRYN LEE KUZO
MICHAEL JOHN SLINEY
WILLIAM PAUL WEBER

Other Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
LINCOLN INVESTMENT · BETHLEHEM, PA
J. W. COLE ADVISORS, INC. · Bethlehem, PA
COMMONWEALTH FINANCIAL NETWORK · Bethlehem, PA
CETERA INVESTMENT ADVISERS LLC · BETHLEHEM, PA
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC · Bethlehem, PA
SEIA · Suite 200, PA

More in Bethlehem, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor