Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-20 |
Branch Locations
350 Motor Parkway Suite 110, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caminiti & Cogliati, Cpas, Llp | Hauppauge | NY | 10/2000 | Present |
| R.P. Cogliati, Cpa, Pc | East Northport | NY | 10/2000 | Present |
| C & C Planning Services, Inc. | Hauppauge | NY | 07/2004 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-20 |
Reach out to this advisor