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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
MA RA APPROVED 2015-08-04
  • MA RA
    APPROVED
    Since 2015-08-04

Branch Locations

785 Washington Street, Canton, MA 02021 • United States

45 Bristol Drive Suite 206, South Easton, MA 02375 • 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
Team Central Lax Southboro MA 07/2008 Present
Commonwealth Financial Network Waltham MA 09/2014 04/2021
Commonwealth Financial Network Waltham MA 04/2021 02/2022
Commonwealth Financial Network Waltham MA 02/2022 Present
Wells Financial Partners, Llc Needham MA 02/2022 Present
Other Businesses

LACROSSE COACH AT TEAM CENTRAL LACROSSE 9 ACRE BRIDGE ROAD, SOUTHBOROUGH, MA, START DATE 06/2008. 15HRS PER MO AND 0HRS DURING TRADING HRS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-31
  • S66 Uniform Combined State Law Examination
    2015-07-31
Other Names
  • Robert E Nadolny
  • Bobby Nadolny

View on SEC IAPD

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