Best Investors Account Sign in
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
NY RA APPROVED 2025-05-01
  • NY RA
    APPROVED
    Since 2025-05-01

Branch Locations

Smithtown, NY • United States

275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States

Northport, NY • 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
Air Trampoline Sports Ronkonkoma NY 09/2013 10/2017
Allstate Insurance Company Hauppauge NY 11/2017 06/2018
Flight Adventure Park Ronkonkoma NY 10/2017 04/2021
Vaynermedia New York, Ny NY 04/2021 04/2025
Lincoln Investment Fort Washington PA 03/2022 04/2025
Safranek Financial Group Smithtown NY 05/2025 Present
Commonwealth Financial Network Waltham MA 05/2025 Present
  • 09/2013 → 10/2017
    Air Trampoline Sports
    Ronkonkoma, NY
  • 11/2017 → 06/2018
    Allstate Insurance Company
    Hauppauge, NY
  • 10/2017 → 04/2021
    Flight Adventure Park
    Ronkonkoma, NY
  • 04/2021 → 04/2025
    Vaynermedia
    New York, Ny, NY
  • 03/2022 → 04/2025
    Fort Washington, PA
  • 05/2025 → Present
    Safranek Financial Group
    Smithtown, NY
  • 05/2025 → Present
    Waltham, MA
Previous Registrations
Other Businesses

1. Project Manager, VaynerMedia; Located at 10 Hudson Yards, New York, NY 10001, as of 04/2021; 40% of time spent during business hours; Not conducted at branch location; Not investment related. 2. Owner, Stone Holdings, LLC; an entity created for the purpose of buying and managing real estate, as of 11/02/2018; 0% time spent during business hours; Not conducted at branch; Investment related. 3. Owner, Maude Ventures, LLC; an entity created for the purpose of buying and managing real estate, as of 04/23/2022; 0% time spent during business hours; Not conducted at branch; Investment related. 4. Owner, Maude Holdings, LLC; an entity created for the purpose of buying and managing real estate, as of 04/08/2019; 0% time spent during business hours; Not conducted at branch; Investment related. 5. Fixed insurance sales; as of 05/1/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-05
S63 Uniform Securities Agent State Law Examination 2023-04-14
  • S65 Uniform Investment Adviser Law Examination
    2023-07-05
  • S63 Uniform Securities Agent State Law Examination
    2023-04-14
Other Names
  • Justin Joseph Stone
  • Justin J Stone

View on SEC IAPD

More in Smithtown, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor