Ronald John Yoviene

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

• 06/1998 → 03/2024
  Lincoln Financial Advisors Corporation
  Amherst, NY
• 01/2017 → 03/2024
  Lincoln Financial Securities Corporation
  Hamburg, NY
• 03/2024 → Present
  Black Diamond Custom Wealth Management
  Hamburg, NY
• 03/2024 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2021-06-14 → 2024-03-27
  Osaic Fs, Inc.
  Hamburg, NY

Other Businesses

1.Fixed insurance sales; as of 01/01/2024; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Black Diamond Custom Wealth Management, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2024; 0% time spent during business hours; Conducted at branch; Investment related. 3. Owner, Black Diamond Custom Medicare Solutions, LLC; Medicare agency; as of 3/18/2024; 3% time spent during business hours; Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-08-19