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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| OH | RA | APPROVED | 2005-03-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2005 | Present |
| Freedom Asset Management | Columbus | OH | 03/2005 | Present |
1.RENTS SEAT ON CHICAGO MERCANTILE EXCHANGE, NON-INVESTMENT RELATED. 2.FREEDOM ASSET MANAGEMENT, LLC, 100% OWNER OF PRIVATE ENTITY CREATED FOR OPERATING SECURITIES AND INSURANCE BUSINESS,INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-29 |
Reach out to this advisor