Matthew Richard Bouthillette

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

• 06/2020 → 08/2023
  Securian Financial Services
  Saint Paul, MN
• 06/2020 → 08/2023
  Minnesota Life Insurance Compnay
  Saint Paul, MN
• 06/2020 → 06/2025
  Pioneer Financial Group
  Warwick, RI
• 08/2016 → 05/2020
  Georgetown Univeristy
  Washington Dc, DC
• 06/2018 → 08/2019
  Collette Travel Services
  Pawtucket, RI
• 08/2023 → 06/2025
  Cetera Wealth Services, Llc
  Warwick, RI
• 08/2023 → 06/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 06/2025 → Present
  Oak Leaf Wealth Management Services
  North Smithfield, RI

Previous Registrations

• 2023-08-10 → 2025-07-09
  Cetera Investment Advisers Llc
  Warwick, RI
• 2020-09-10 → 2023-08-10
  Securian Financial Services, Inc.
  Warwick, RI
  St. Paul, MN

Other Businesses

1. Vice President with BNI - Narragansett Chapter, a networking organization; Located at 1 Beach St, Narragansett, RI 02882, as of 10/2024; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 2.Fixed insurance sales; Located at 598 Great Road, North Smithfield, RI 02896, as of 07/01/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 3. Tax Preparation through Oak Leaf Management Services, LLC; as of 10/01/2025; 20% of time spent during business hours; Conducted at branch; Not investment related. 4. Co-owner, Oak Leaf Management Services LLC; private entity established for tax preparation services; as of 10/01/2025; 20% of time spent during business hours; Conducted at branch location; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-03

Designations

• Certified Financial Planner