Andrew Donald Mcallister

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

• 02/2002 → Present
  Commonwealth Financil Network
  Waltam, MA

Other Businesses

1. Fixed insurance sales; as of 2011; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Federal Hill Financial, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 12/20/2024; % time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2005-10-27
• S63 Uniform Securities Agent State Law Examination
  1994-05-31