Patricia A Weir

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

• 06/2012 → 08/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Allentown, PA
• 08/2021 → 07/2023
  Morgan Stanley Smith Barney Llc
  Allentown, PA
• 09/2023 → 11/2024
  Raymond James & Associates, Inc
  Allentown, PA
• 07/2020 → 09/2023
  Unemployed
  Allentown, PA
• 11/2024 → 07/2025
  Unemployed
  Allentown, PA
• 07/2025 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2023-09-26 → 2024-11-27
  Raymond James & Associates, Inc.
  Allentown, PA
• 2021-08-11 → 2023-08-11
  Morgan Stanley
  Allentown, PA
• 2013-01-03 → 2021-05-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Allentown, PA

Exams

• S66 Uniform Combined State Law Examination
  2012-12-23

Other Names

• Patricia Weir
• Patty Weir
• Patricia A Weir