Courtney Sophia Gauthier

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

• 06/2021 → 05/2025
  Commonwealth Financial Network
  Waltham, MA
• 08/2017 → 06/2022
  Student
  Castleton, VT
• 10/2016 → 08/2018
  Panera Bread
  Wilmington, MA
• 01/2013 → 09/2016
  Student
  Tarpon Springs, FL
• 09/2022 → 04/2024
  Vermont State University
  Castleton, VT
• 06/2021 → 05/2025
  Rnl & Associates
  Rutland, VT
• 05/2025 → Present
  Rnl & Associates
  Rutland, VT
• 05/2025 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Subcontracted Video Scout, Neutral Zone; Located in Pittsford, VT 05763, as of 10/19/2024; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 2. Hockey Skills Coach, Coaching youth hockey players in on-ice skills sessions; Located in Rutland, VT 05701, as of 06/25/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 3. Fixed insurance sales; as of 08/13/2025; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2024-11-19

Other Names

• Courtney Gauthier