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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 |
| WA | RA | APPROVED | 2019-08-06 |
| OR | RA | APPROVED | 2003-09-19 |
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 | 09/2003 | Present |
| Mahalak Financial Management | Eugene | OR | 09/2003 | Present |
1.FIXED INSURANCE SALES,AT BRANCH OFFICE; INVESTMENT-RELATED. 2. MAHALAK FINANCIAL MANAGEMENT - PRESIDENT, 100% OWNER, ENTITY CREATED TO OPERATE SECURITIES BUSINESS;INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-22 |
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