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Chad A Erceg

Commonwealth Financial Network

Bethlehem, PA

CRD 5465316

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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

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
  • Chartered Financial Consultant

View on SEC IAPD

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KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO

Nearby Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
LINCOLN INVESTMENT · BETHLEHEM, PA

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