Mark Joseph Egidio

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:

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-03-27
FL	RA	APPROVED	2026-02-13
CT	RA	APPROVED	1999-04-12

TX RA
APPROVED_RES

Since 2026-03-27
FL RA
APPROVED

Since 2026-02-13
CT RA
APPROVED

Since 1999-04-12

Branch Locations

Delray Beach, FL • United States

92 Wall Street Suite 101, Madison, CT 06443 • United States

20 Realty Drive, Cheshire, CT 06410 • United States

2960 Post Road Suite 3A, Southport, CT 06890 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
State Mutual Companies	Glastonbury	CT	10/1989	Present
Commonwealth Equity Services, Inc.	Plantsville	CT	02/1999	Present
Teachers Financial Advisory Services, Llc	Plantsville	CT	12/1999	Present
Egidio Lennon Wealth Management, Llc	Cheshire	CT	08/2005	Present

10/1989 → Present

State Mutual Companies

Glastonbury, CT
02/1999 → Present

Commonwealth Equity Services, Inc.

Plantsville, CT
12/1999 → Present

Teachers Financial Advisory Services, Llc

Plantsville, CT
08/2005 → Present

Egidio Lennon Wealth Management, Llc

Cheshire, CT

Previous Registrations

2001-09-18 → 2005-09-12

Teachers Financial Advisory Services, Llc

Plantsville, CT
2001-09-18 → 2003-12-31

Teachers Financial Advisory Services, Llc

Plantsville, CT

Other Businesses

1. Egidio Lennon Wealth Management, LLC. as insurance agent selling fixed insurance products, spends time during market hours, conducted at branch, investment related. 2. MLE Properties Inc., President, director and owner of private real estate holding company that owns building where branch is located, spends 1% of time during market hours, conducted at branch, not investment related. 3. Egidio Financial, Inc., as President and 100% Owner of private entity created as operating company for securities, investment advisory and insurance business to pay office expenses, spends 1% of time during market hours, conducted at branch, investment related. 4. Egidio Lennon Wealth Management LLC., General Member and co-owner of private entity created as operating company for securities, investment advisory, and insurance business to pay business expenses, spends 1% of time during market hours, conducted at branch, investment related

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1995-12-21
S65	Uniform Investment Adviser Law Examination	1995-12-21

S63 Uniform Securities Agent State Law Examination

1995-12-21
S65 Uniform Investment Adviser Law Examination

1995-12-21

Other Names

Mark Joseph Egidio
Mark Joseph Egidio

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