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John Murad Kozelian

Commonwealth Financial Network

Belmont, MA

CRD 2314508

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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

AuthorityCategoryStatusDate
MA RA APPROVED 1999-02-18
  • MA RA
    APPROVED
    Since 1999-02-18

Branch Locations

Belmont, MA • 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
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 01/1999 Present
Commonwealth Equity Ria Waltham MA 01/1999 Present
Previous Registrations
  • 2004-09-03 → 2005-12-12
    John M. Kozelian, Cfp
    Watertown, MA
Other Businesses

1. FIXED INSURANCE SALES, AT BRANCH LOCATION, INVESTMENT RELATED.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-03-11
  • S63 Uniform Securities Agent State Law Examination
    1993-03-11
Designations
  • Certified Financial Planner

View on SEC IAPD

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