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Stephanie Ann Rice

Commonwealth Financial Network

Marblehead, MA

Walpole, MA

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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-06-16
  • MA RA
    APPROVED
    Since 2025-06-16

Branch Locations

40 South Street Suite 200, Marblehead, MA 01945 • United States

Walpole, 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
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 06/2018 03/2025
Mitchell School Needham MA 09/2017 06/2018
Old Post Road School Walpole MA 09/2015 06/2017
Commonwealth Financial Network Waltham MA 03/2025 Present
Blakely Financial Marblehead MA 03/2025 11/2025
Shorepoint Advisor Group Marblehead MA 11/2025 Present
  • 06/2018 → 03/2025
    Commonwealth Financial Network
    Waltham, MA
  • 09/2017 → 06/2018
    Mitchell School
    Needham, MA
  • 09/2015 → 06/2017
    Old Post Road School
    Walpole, MA
  • 03/2025 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 03/2025 → 11/2025
    Blakely Financial
    Marblehead, MA
  • 11/2025 → Present
    Shorepoint Advisor Group
    Marblehead, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-19
  • S66 Uniform Combined State Law Examination
    2025-05-19
Other Names
  • Stephanie Ann White

View on SEC IAPD

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