Patricia Mari Shyman

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

• 09/2010 → Present
  Camelback Retirement Planners
  Phoenix, AZ
• 01/2012 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2010-01-01 → 2010-06-05
  Invesco Advisers, Inc.
  Atlanta, GA
• 2005-08-01 → 2010-01-01
  Invesco Aim Private Asset Management, Inc.
  Houston, TX

Other Businesses

Clerk, Griffin Estate Sales, Located in Phoenix, AZ, as of 1/12/2022; Less than 10% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2005-07-29
• S63 Uniform Securities Agent State Law Examination
  1995-01-11

Other Names

• Patricia Mari Mcloone
• Tricia Mcloone
• Tricia Shyman