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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 |
| MA | RA | APPROVED | 2023-03-03 |
| NC | RA | APPROVED | 2000-12-31 |
Branch Locations
1022 Hutton Lane Suite 109, High Point, NC 27262 • United States
40 South Street Suite 200, Marblehead, MA 01945 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2000 | Present |
1. Fixed insurance sales; as of 05/06/2011; 1% time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Waypoint Asset Holdings, LLC, an entity created for the purpose of buying and managing commercial real estate in High Point NC, as of 02/11/2021; 1% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, Calmwater Advisory Group, LLC; private entity established to provide consulting to Blakely Financial, Inc.; as of 1/01/2025; 25% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-04-17 |
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