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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-26 |
| NY | RA | APPROVED | 2021-06-15 |
Branch Locations
5701 Enterprise Parkway Suite D, Syracuse, NY 13206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | E Syracuse | NY | 01/2019 | 12/2019 |
| Paul Dodd | East Syracuse | NY | 02/2015 | 12/2019 |
| Pascales Italian Bistro | Syracuse | NY | 04/2016 | 08/2017 |
| Crossbridge Financial Group Of Cny | Syracuse | NY | 01/2020 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2020 | Present |
| Focused Financial Solutions | Syracuse | NY | 01/2020 | 01/2022 |
1. Fixed insurance sales; as of 07/02/2021; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Crossbridge Financial Group of CNY, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 10/17/2025; 100% time spent during business hours; Conducted at branch; Investment related. 3. Tax Preparation as Nicole Hurley; as of 04/2026; 1% time spent during business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-15 |
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