Derenig Michael Kostikian

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

• 02/2014 → 06/2022
  Commonwealth Financial Network
  Waltham, MA
• 06/2022 → 04/2023
  Assetmark Financial Holdings, Inc.
  Woburn, MA
• 06/2022 → 04/2023
  Assetmark Brokerage, Llc
  Woburn, MA
• 04/2023 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2022-08-23 → 2023-03-28
  Assetmark, Inc.
  Woburn, MA
  Concord, CA
• 2014-08-21 → 2022-06-06
  Commonwealth Financial Network
  Waltham, MA
• 2011-04-27 → 2014-03-03
  Signator Investors, Inc.
  Boston, MA
• 2008-05-14 → 2010-10-11
  Aarp Financial
  Tewksbury, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-01
• S63 Uniform Securities Agent State Law Examination
  2005-04-01

Designations

• Certified Financial Planner

Other Names

• Doe Michael Kostikian
• Dero Michael Kostikian
• Derenig Kostikian
• Derenig Michael Kostikian