Marianne Dorothy Bannan

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

• 07/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Northampton, MA
• 11/2016 → 10/2022
  Wells Fargo Clearing Services, Llc
  Northampton, MA
• 10/2022 → Present
  Commonwealth Financial Network
  Waltham, MA
• 05/2023 → Present
  Sophia Wealth Stategies
  Northampton, MA

Previous Registrations

• 2016-07-29 → 2022-10-18
  Wells Fargo Clearing Services, Llc
  Northampton, MA
  Holyoke, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-04
• S63 Uniform Securities Agent State Law Examination
  1996-05-21

Designations

• Certified Financial Planner

Other Names

• Marianne Bannan Seidler
• Marianne B Seidler