Zachary David Werner

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

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-13
PA	RA	APPROVED	2024-07-01

TX RA
APPROVED

Since 2026-08-13
PA RA
APPROVED

Since 2024-07-01

Branch Locations

100 Plaza Drive, Blandon, PA 19510 • 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

Organization	City	State	From	To
Cadaret, Grant & Co., Inc.	Blandon	PA	05/2016	06/2024
Commonwealth Financial Network	Waltham	MA	07/2024	Present
Adams & Associates	Balndon	PA	07/2024	Present

05/2016 → 06/2024

Cadaret, Grant & Co., Inc.

Blandon, PA
07/2024 → Present

Commonwealth Financial Network

Waltham, MA
07/2024 → Present

Adams & Associates

Balndon, PA

Previous Registrations

2016-09-16 → 2024-07-03

Cadaret, Grant & Co., Inc.

Blandon, PA

Lehighton, PA

Blandon, PA

Other Businesses

Fixed insurance sales; Located in Lehighton, PA, as of 07/01/2024; 5% time spent during business hours; Conducted at branch location; Investment related.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-09-16

S66 Uniform Combined State Law Examination

2016-09-16

Designations

Certified Financial Planner

Other Names

Zachary Werner

View on SEC IAPD