Erin Concorde Babineau

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

• 06/2022 → 05/2024
  Lightship Wealth Strategies
  Newton, MA
• 03/2020 → 06/2024
  Babineau Cpa Llc
  Framingham, MA
• 09/2021 → 12/2021
  University Of Rhode Island - Budget And Financial Office
  Kingston, RI
• 06/2020 → 12/2020
  Commonwealth Financial Network
  Waltham, MA
• 06/2021 → 09/2021
  Mfs Investment Management
  Boston, MA
• 08/2017 → 06/2020
  Lifetime Fitness
  Framingham, MA
• 07/2016 → 08/2017
  Private Nannying
  Framingham, MA
• 06/2022 → 03/2024
  Commonwealth Financial Network
  Waltham, MA
• 03/2024 → 05/2024
  Raymond James Financial Services, Inc
  Newton Lower Falls, MA
• 03/2024 → 05/2024
  Raymond James Financial Services Advisors, Inc
  Newton Lower Falls, MA
• 03/2020 → Present
  Turner & Costa, Pc
  East Boston, MA
• 06/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 06/2024 → Present
  Blakely Financial
  High Point, NC

Previous Registrations

• 2024-04-02 → 2024-05-29
  Raymond James Financial Services Advisors, Inc
  Newton Lower Fall, MA
• 2024-03-27 → 2024-03-28
  Commonwealth Financial Network
  Newton Lower Falls, MA

Exams

• S66 Uniform Combined State Law Examination
  2024-03-15

Other Names

• Erin Concorde Babineau
• Erin Babineau