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Zachary W Reid

Commonwealth Financial Network

Lombard, IL

Waltham, MA

CRD 7032700

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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:

Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-14
  • MA RA
    APPROVED
    Since 2025-02-14

Branch Locations

Lombard, IL • United States

275 Wyman Street, Ste. 400, Waltham, MA 02451 • 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 10/2018 Present
Student Dayton OH 08/2014 06/2018
Unemployed Westford MA 06/2018 10/2018
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
  • S66 Uniform Combined State Law Examination
    2025-02-03

View on SEC IAPD

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