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Elizabeth A Mara

Commonwealth Financial Network

Needham, MA

CRD 4194499

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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 2024-12-02
  • MA RA
    APPROVED
    Since 2024-12-02

Branch Locations

75 Second Avenue Suite 420, Needham, MA 02494 • 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
Harvest Wealth Management Needham MA 04/2016 11/2024
Harvest Wealth Management Needham MA 11/2024 01/2025
Commonwealth Financial Network Waltham MA 11/2024 01/2025
Commonwealth Financial Network Waltham MA 01/2025 Present
Harvest Wealth Management, Llc Needham MA 01/2025 Present
  • 04/2016 → 11/2024
    Harvest Wealth Management
    Needham, MA
  • 11/2024 → 01/2025
    Harvest Wealth Management
    Needham, MA
  • 11/2024 → 01/2025
    Commonwealth Financial Network
    Waltham, MA
  • 01/2025 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 01/2025 → Present
    Harvest Wealth Management, Llc
    Needham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-05
S63 Uniform Securities Agent State Law Examination 2000-07-26
  • S65 Uniform Investment Adviser Law Examination
    2024-11-05
  • S63 Uniform Securities Agent State Law Examination
    2000-07-26
Other Names
  • Elizabeth A Bursiek

View on SEC IAPD

Nearby Firms

ARMSTRONG ADVISORY GROUP INC.
OSAIC WEALTH, INC.
GOODMAN ADVISORY GROUP, LLC

Nearby Investors

MARC ALAN FANDETTI
BRENDAN KEVIN HAYES
SCOTT EVERETT WILSON

Nearby Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA

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