Robert Leo Esdale

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:

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-03-24
NH	RA	APPROVED	2023-03-23
MA	RA	APPROVED	2006-04-10

TX RA
APPROVED_RES

Since 2026-03-24
NH RA
APPROVED

Since 2023-03-23
MA RA
APPROVED

Since 2006-04-10

Branch Locations

226 Lowell Street Suite 1-A-1, Wilmington, MA 01887 • United States

Waterville Valley, NH • United States

51 Mill Street Suite 2, Hanover, MA 02339 • United States

Pembroke, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Esdale Wealth Advisors	Wilmington	MA	02/2006	Present

02/2006 → Present

Esdale Wealth Advisors

Wilmington, MA

Other Businesses

1. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 2. CLAROS FINANCIAL SERVICES, LLC - MANAGING MEMBER AND SOLE OWNER OF ENTITY CREATED TO PROCESS SECURITIES AND INSURANCE BUSINESS, INVESTMENT RELATED.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-04-05
S63	Uniform Securities Agent State Law Examination	2006-02-16

S65 Uniform Investment Adviser Law Examination

2006-04-05
S63 Uniform Securities Agent State Law Examination

2006-02-16

View on SEC IAPD