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Ana Gabriela Stevenson

Commonwealth Financial Network

New York, NY

Fort Myers, FL

CRD 7335641

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-29
NY RA APPROVED 2024-05-28
  • FL RA
    APPROVED
    Since 2024-05-29
  • NY RA
    APPROVED
    Since 2024-05-28

Branch Locations

The Malin-Flatiron 895 Broadway 4Th Floor, New York, NY 10003 • United States

Fort Myers, FL • 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
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Naples FL 02/2021 03/2023
Ltc Global Fort Myers FL 10/2020 01/2021
Wax & Beyond Naples FL 11/2016 09/2020
Macy's Naples FL 08/2016 11/2016
Element Financial Group Llc New York NY 05/2023 Present
Commonwealth Financial Network Waltham MA 05/2024 Present
  • 02/2021 → 03/2023
    Ameriprise Financial Services, Llc
    Naples, FL
  • 10/2020 → 01/2021
    Ltc Global
    Fort Myers, FL
  • 11/2016 → 09/2020
    Wax & Beyond
    Naples, FL
  • 08/2016 → 11/2016
    Macy's
    Naples, FL
  • 05/2023 → Present
    Element Financial Group Llc
    New York, NY
  • 05/2024 → Present
    Commonwealth Financial Network
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-03
  • S66 Uniform Combined State Law Examination
    2022-06-03
Other Names
  • Gaby Martinez
  • Ana Martinez
  • Ana Gabriela Stevenson
  • Ana Gabriela Martinez
  • Gaby Stevenson

View on SEC IAPD

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