Brendan M Ward

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

• 02/2011 → Present
  Wealth Management Partners, Llc
  Pittsburgh, PA
• 08/2011 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2010-08-02 → 2010-12-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Pennington, NJ

Other Businesses

Fixed insurance sales, conducted under 'Wealth Management Partners, LLC'. Investment related and conducted from branch location.

Exams

• S66 Uniform Combined State Law Examination
  2010-07-30

Other Names

• Brendan Michael Ward