Michael Peter Stanley Patrakis

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

• 03/1996 → Present
  Commonwealth Financial Network
  East Long Meadow, MA
• 03/1996 → Present
  Newbury Associates
  East Longmeadow, MA

Other Businesses

1. FIXED INSURANCE SALES; CONDUCTED AT BRANCH; INVESTMENT RELATED. 2.NEWBURY WEALTH MANAGEMENT, LLC; OWNER; INVESTMENT RELATED; CONDUCTED AT BRANCH.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-17
• S63 Uniform Securities Agent State Law Examination
  1993-09-01

Designations

• Certified Financial Planner

Other Names

• Michael P S Patrakis