Deborah Y Fair

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 09/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 09/2017 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2016-02-11 → 2017-09-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 2014-11-03 → 2016-01-28
  Northwestern Mutual Investment Services, Llc
  Wellesley, MA
• 2014-01-16 → 2014-09-10
  Equitable Advisors, Llc
  Wellesley, MA
• 2010-04-21 → 2012-02-09
  Morgan Stanley
  Boston, MA
• 2005-03-22 → 2010-04-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wrentham, MA
  Providence, RI
  Boston, MA
  Wellesley Hills, MA
  Boston, MA

Other Businesses

1. Group Fitness Instructor, Lifetime Athletic Club, Located at 300 Boylston St, Newton, MA 02459 and 490 Old Connecticut Path, Framingham, MA 01701, as of June 2015; Approximately 0% time spent during securities trading hours per month; Not Conducted at branch location; Not Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-21

Other Names

• Debbie Grant
• Deborah Y Grant
• Deborah Grant
• Deborah Fair
• Debbie Fair