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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-12 |
Branch Locations
Newtown Square, PA • United States
1001 Old Cassatt Rd Suite 206, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Planning Partners | Plymouth Meeting | PA | 06/2020 | 11/2024 |
| Legacy Planning Partners | West Chester | PA | 05/2019 | 05/2020 |
| West Chester University | West Chester | PA | 08/2017 | 05/2020 |
| Carmine's Pizzeria | Chester Springs | PA | 05/2018 | 10/2018 |
| Domino's | Exton | PA | 05/2017 | 08/2017 |
| Temple University | Philadelphia | PA | 08/2016 | 05/2017 |
| High Point Financial, Llc | Berwyn | PA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-30 |
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