Cameron Koplik

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

• 01/2015 → 03/2017
  Metlife Securities Inc.
  North Plainfield, NJ
• 07/2016 → 08/2021
  Massmutual Life Insurance Co
  Bridgewater, NJ
• 03/2017 → 08/2021
  Mml Investors Services, Llc
  Bridgewater, NJ
• 08/2021 → Present
  Commonwealth Financial Network
  Bridgewater, NJ
• 08/2021 → Present
  Preferred Financial Partners
  Bridgewater, NJ

Previous Registrations

• 2017-03-25 → 2021-08-06
  Mml Investors Services, Llc
  Bridgewater, NJ
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  North Plainfield, NJ
• 2012-02-16 → 2015-01-02
  New England Securities
  North Plainfield, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-03-16
• S65 Uniform Investment Adviser Law Examination
  2012-01-13

Designations

• Certified Financial Planner