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Commonwealth Financial Network CRD 8032
$213B regulatory AUM 20,450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-22 |
Branch Locations
Bloomfield, CT • United States
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
8 Church Street, Torrington, CT 06790 • United States
15 North Main Street Suite 100, West Hartford, CT 06107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beloin Investment Group | West Hartford | CT | 10/2021 | 01/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2023 | 01/2025 |
| Edward Jones | Bozeman | MT | 06/2018 | 08/2021 |
| Proper Insurance | Bozeman | MT | 11/2017 | 06/2021 |
| Remax Realty Group | Bozeman | MT | 01/2017 | 11/2017 |
| Keller Williams | Bozeman | MT | 01/2016 | 12/2016 |
| Advanced Therapies, Inc. | Belgrade | MT | 05/2013 | 06/2018 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Beloin Investment Group | West Hartford | CT | 01/2025 | Present |
Fixed insurance sales; as of 1/22/2025; Less than 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
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