Brian Deacetis

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2019 → 01/2022
  Lincoln Financial Advisors
  Boston, MA
• 07/2018 → 01/2019
  United Parcel Service
  Boston, MA
• 07/2017 → 06/2018
  Jacobs Tree Service
  Hanson, MA
• 04/2016 → 08/2017
  Crossroads Auto Collision
  Carver, MA
• 01/2022 → 04/2024
  Commonwealth Financial Network
  Waltham, MA
• 04/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 04/2024 → Present
  Planwise Financial Group
  Danvers, MA

Previous Registrations

• 2021-03-24 → 2022-02-01
  Osaic Fa, Inc.
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2021-03-09

Designations

• Certified Financial Planner

Other Names

• Brian Deacetis Jr.
• Brian Domenic Deacetis Jr