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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 | 2026-03-24 |
| PA | RA | APPROVED | 2024-05-31 |
Branch Locations
300 Northpointe Circle Suite 304, Seven Fields, PA 16046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2011 | 03/2018 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2011 | 03/2018 |
| Cetera Advisor Networks Llc | El Segundo | CA | 03/2018 | 05/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 05/2024 |
| Commonwealth Financial Network | Waltham | MA | 05/2024 | Present |
| Cawley Financial Advisors, Llc | Seven Fields | PA | 05/2024 | Present |
Fixed insurance sales; Located at 2605 Nicholson Road, Suite 3200, Sewickley, PA 15143, as of 05/31/2024; 2% of time spent during business hours; Conducted at branch location; Investment related. Owner, Cawley Financial Advisors, a private entity established to facilitate securities, advisory, and insurance business; Located in Sewickley, PA 15143, as of 05/31/2024; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-30 |
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