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Commonwealth Financial Network CRD 8032
$213B regulatory AUM 20,450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-01 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-14 |
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