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Harry Sterling Margolis

Commonwealth Financial Network

Wellesley, MA

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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2013-08-22
  • MA RA
    APPROVED_RES
    Since 2013-08-22

Branch Locations

100 William Street Suite 220, Wellesley, MA 02481 • 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
Margolis And Bloom, Llp Boston MA 06/1987 Present
Elder Law New Inc. Providence RI 07/2000 Present
  • 06/1987 → Present
    Margolis And Bloom, Llp
    Boston, MA
  • 07/2000 → Present
    Elder Law New Inc.
    Providence, RI
Other Businesses

INSURANCE SALES - 535 FINANCIAL

View on SEC IAPD

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PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
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