Kirsten A. Bagaglia

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 02/2017
  Citizens Securities Inc.,
  Warwick, RI
• 02/2017 → 12/2017
  Citizens Securities Inc
  North Providence, RI
• 12/2017 → 08/2018
  Citizens Securities Inc.
  North Providence, RI
• 12/2017 → 08/2018
  Citizens Bank
  North Providence, RI
• 08/2018 → Present
  Bankri Investment Services;Bank Rhode Island Investment Services
  Providence, RI
• 08/2018 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2016-11-14 → 2018-08-31
  Citizens Securities, Inc.
  Johnston, RI
  Smithfield, RI
  North Providence, RI
  Smithfield, RI
  Stamford, CT
  Johnston, RI

Other Businesses

Fixed insurance sales; as of 08/27/18; Approximately 3% time spent during securities trading hours per month; Conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-14
• S63 Uniform Securities Agent State Law Examination
  2016-04-29

Other Names

• Kirsten A. Kelleher