Paul Lawson Beatty

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

• 01/1995 → Present
  Bailey & Beatty Financial Services, Llc
  Danbury, CT
• 09/2002 → Present
  Commonwealth Finanacial Network
  Waltham, MA

Other Businesses

1. Fixed Insurance-(Life, Health, Disability, Term), Investment Related, 0-.5 Hours Per Week. 2. Bailey & Beatty Financial Services, Llc; Member; Entity Created For Securities Business; Conducted From Branch Location; Investment Related. 3. Paul L Beatty, Inc. Entity Created For Owning Bailey & Beatty Financial Services, Llc, At Branch Office, Investment Related. 4. Subleasing branch office space to The Archidesign Group, LLC; Located in Danbury, CT, as of 1/01/2025; 0% time spent during business hours; Conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-22
• S63 Uniform Securities Agent State Law Examination
  1995-08-18

Other Names

• Paul Beatty