Grace Sun

Current Employers

Commonwealth Financial Network

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-01-31

MA RA
APPROVED

Since 2025-01-31

Branch Locations

250 First Avenue Suite 102, Needham, MA 02494 • United States

Boston, MA • 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

Organization	City	State	From	To
Boston Wealth Strategies	Needham	MA	02/2022	03/2026
Brandeis University	Waltham	MA	08/2018	05/2022
Emma Willard School	Troy	NY	08/2014	06/2018
Commonwealth Financial Network	Waltham	MA	03/2026	Present
Altara Wealth	Needham	MA	03/2026	Present

02/2022 → 03/2026

Boston Wealth Strategies

Needham, MA
08/2018 → 05/2022

Brandeis University

Waltham, MA
08/2014 → 06/2018

Emma Willard School

Troy, NY
03/2026 → Present

Commonwealth Financial Network

Waltham, MA
03/2026 → Present

Altara Wealth

Needham, MA

Other Businesses

Fixed insurance sales; Located at 250 First Avenue, Suite 102, Needham, MA 02494, as of 03/19/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-07-25

S63 Uniform Securities Agent State Law Examination

2024-07-25

Designations

View on SEC IAPD

Current Employers

Commonwealth Financial Network

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

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