Rachael Ashley Gerjets

Commonwealth Financial Network

Linthicum Heights, MD

CRD 6119039

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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

Authority	Category	Status	Date
MD	RA	APPROVED	2017-10-03

MD RA
APPROVED

Since 2017-10-03

Branch Locations

785 Elkridge Landing Road Suite 100, Linthicum Heights, MD 21090 • 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

Organization	City	State	From	To
Foundation Financial Advisors	Linthicum	MD	05/2014	Present

05/2014 → Present

Foundation Financial Advisors

Linthicum, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-10-02

S66 Uniform Combined State Law Examination

2017-10-02

Other Names

Rachael Martin
Rachael Ashley Martin

View on SEC IAPD

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Nearby Investors

SCOTT LAMAR HALL

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ANDREW LARS JERDAL

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · LINTHICUM HEIGHTS, MD

LPL FINANCIAL LLC · LINTHICUM, MD

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