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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 | 2025-07-02 |
Branch Locations
601 New Britain Road Suite 525, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential | Dresher | PA | 05/2016 | 01/2017 |
| Acurian | Horsham | PA | 01/2017 | 07/2017 |
| Pebble Hill Custom Builders | Ottsville | PA | 09/2017 | 01/2018 |
| Chick-Fil-A Warminster | Warminster | PA | 02/2018 | 03/2021 |
| Chick-Fil-A Aramingo | Philadelpghia | PA | 04/2021 | 05/2025 |
| Commonwealth Financial Network | Waltham | MA | 05/2025 | 08/2025 |
| Foundations Financial Partners | Doylestown | PA | 05/2025 | 08/2025 |
| Foundations Financial Partners | Doylestown | PA | 08/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2025 | Present |
1. Co-owner of rental property located in Philadelphia, PA, as of 02/2024; 0% time spent during business hours; Not conducted at branch location; Investment related. 2. Fixed insurance sales; as of 08/07/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-25 |
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