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Daniel Tinsley

Commonwealth Financial Network

Marlborough, MA

CRD 6132761

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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
TX RA APPROVED_RES 2026-03-26
MA RA APPROVED 2020-07-07
  • TX RA
    APPROVED_RES
    Since 2026-03-26
  • MA RA
    APPROVED
    Since 2020-07-07

Branch Locations

400 Donald Lynch Blvd Ste 103, Marlborough, MA 01752 • 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
Commonwealth Financial Network Waltham MA 02/2016 Present
Other Businesses

1. Fixed insurance sales; as of 01/2005, 10% of time spent during business hours, investment related; conducted at branch location. 2. Owner, Tinsley Financial Group, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 12/31/2021; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-25
S63 Uniform Securities Agent State Law Examination 2013-10-11
  • S65 Uniform Investment Adviser Law Examination
    2020-06-25
  • S63 Uniform Securities Agent State Law Examination
    2013-10-11

View on SEC IAPD

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