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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 | 2025-11-07 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keenan Financial | Boston | MA | 08/2024 | 09/2025 |
| Esl Federal Credit Union | Rochester | NY | 06/2021 | 08/2023 |
| Lehigh University | Bethlehem | PA | 08/2020 | 05/2024 |
| Lehigh University | Bethlehem | PA | 08/2021 | 05/2024 |
| Irondequoit High School | Rochester | NY | 09/2016 | 06/2020 |
| Irondequoit Beer Company | Rochester | NY | 02/2020 | 08/2020 |
| Commonwealth Financial Network | Waltham | MA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-08 |
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