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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2022-02-23 |
Branch Locations
3 Oak Street, Westborough, MA 01581 • United States
Clinton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pediatrics West P.C. | Westford | MA | 04/2013 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 06/2018 | 10/2025 |
| Commonwealth Financial Network | Waltham | MA | 10/2025 | Present |
| Everrise | Westborough | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-29 |
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