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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 | 2021-06-29 |
Branch Locations
41 East 57Th Street Suite 1103, New York, NY 10022 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearfront Advisory | New York | NY | 10/2015 | 05/2025 |
| Commonwealth Financial Network | Waltham | MA | 06/2015 | Present |
| Davidman Financial Network | New York | NY | 05/2025 | Present |
1. Fixed insurance sales; as of 2/04/2016; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner & President, Townhouse Hill Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 9/30/2024; 95% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-01 |
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