Morgan Elizabeth Mcmaster

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

• 05/2017 → 08/2017
  Margaritas Mexican Grill
  Northborough, MA
• 09/2017 → 04/2018
  Woodland Country Club
  Auburndale, MA
• 06/2019 → 08/2019
  Hanover Insurance
  Worcester, MA
• 06/2020 → 09/2020
  Hanover Insurance
  Worcester, MA
• 09/2015 → 05/2020
  Sullivankreiss Financial
  Marlborough, MA
• 09/2016 → 06/2020
  Bentley University
  Waltham, MA
• 05/2019 → 01/2020
  Firecycle
  Waltham, MA
• 07/2020 → Present
  The Core Connection
  Northborough, MA
• 06/2023 → Present
  Commonwealth Financial Service
  Waltham, MA
• 09/2025 → Present
  Boston Wealth Strategies
  Needham, MA

Other Businesses

1. Fixed insurance sales; Located at 1700 West Park Drive, Suite 340, Westborough, MA 01581, as of 12/22/2023; 3% time spent during business hours; Not conducted at branch location; Investment related. 2. Co-Owner, Altara Wealth, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 04/01/2026; 10% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-04

Other Names

• Morgan Elizabeth Kreiss