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Socrates George Leotsakos

Commonwealth Financial Network

Rhinebeck, NY

Bellevue, WA

New York, NY

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-01-28
NJ RA APPROVED 2026-01-06
NY RA APPROVED 2026-01-06
  • WA RA
    APPROVED
    Since 2026-01-28
  • NJ RA
    APPROVED
    Since 2026-01-06
  • NY RA
    APPROVED
    Since 2026-01-06

Branch Locations

6571 Spring Brook Ave, Rhinebeck, NY 12572 • United States

11911 Ne 1St Street Suite 306, Bellevue, WA 98005 • United States

420 Lexington Avenue Suite 1613, New York, NY 10170 • 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
Cornell University Ithaca NY 08/2014 05/2018
Unemployed Sparta NJ 06/2018 09/2019
Summit Financial, Llc Parsippany NJ 09/2019 06/2021
Unemployed Sparta NJ 06/2021 01/2022
Pfs Partners Mine Hill NJ 01/2022 12/2025
Commonwealth Financial Network Waltham MA 01/2026 Present
Longwave Financial New York NY 01/2026 Present
  • 08/2014 → 05/2018
    Cornell University
    Ithaca, NY
  • 06/2018 → 09/2019
    Unemployed
    Sparta, NJ
  • 09/2019 → 06/2021
    Summit Financial, Llc
    Parsippany, NJ
  • 06/2021 → 01/2022
    Unemployed
    Sparta, NJ
  • 01/2022 → 12/2025
    Pfs Partners
    Mine Hill, NJ
  • 01/2026 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 01/2026 → Present
    Longwave Financial
    New York, NY
Previous Registrations
Designations
Other Names
  • Socrates Leotsakos

View on SEC IAPD

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SUSAN MARIE GREENE
JACQUELYN KELLY RAE

Other Offices

COMMONWEALTH FINANCIAL NETWORK · Rhinebeck, NY
WELLS FARGO CLEARING SERVICES, LLC · RHINEBECK, NY
JOHN G. ULLMAN & ASSOCIATES, INC · Rhinebeck, NY
LPL FINANCIAL LLC · RHINEBECK, NY
DDO ADVISORY SERVICES, LLC · RHINEBECK, NY
LPL FINANCIAL LLC · RHINEBECK, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Rhinebeck, NY
OSAIC INSTITUTIONS, INC. · Kingston, NY

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