Cynthia Alda Doussard

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

• 02/2002 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Fixed insurance sales, conducted from branch office, less than 5% time spent during securities hours, as of 10/09/2006, investment related. 2. Co-owner, Drumond, LLC, an entity created for the purpose of buying and managing residential real estate at 684 S Burlington Blvd, Burlington, WA 98233, as of 11/01/2018; 0% of time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner of rental properties located in Burlington, WA, as of 01/01/2019; Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 4. Owner, Doussard Financial Group, LLC dba Doussard Financial, private entity est. to facilitate securities, advisory, and insurance business; As of 1/1/20; More than 95% time spent during regular business hours; Conducted at branch; Investment related. 5. Co-Owner of rental property located in Sedro Woolley, WA, as of 03/2023; 0% time spent during business hours; Not conducted at branch location; Investment related. 6. Co-owner of rental property located in Bow, WA, as of 11/15/2023; 0% time spent during business hours; Not conducted at branch location; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-03-07
• S65 Uniform Investment Adviser Law Examination
  1997-03-07

Other Names

• Cynthia Alda Bogatzki
• Cynthia Bogatzki Doussard
• Cynthia Alda Bogatzki