Vatsal Assar

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

• 01/2012 → 11/2016
  Wfg Investments, Inc.
  Dallas, TX
• 11/2016 → Present
  Mpact Financial Group
  Dallas, TX
• 11/2016 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2012-01-13 → 2016-11-07
  Wfg Advisors, Lp
  Dallas, TX
  Dallas, TX
• 2009-11-10 → 2012-01-27
  Equitable Advisors, Llc
  Dallas, TX
  Dallas, TX

Other Businesses

1. Fixed Insurance Sales, as of 2016, 5% of time spent during business hours, conducted at branch, investment related. 2. Vatsal Assar Financial, LLC, owner of private entity created as operating company for securities, investment advisory and insurance business revenue, as of 2010, 5% of time spent during business hours, conducted at branch, investment related. 3. Co-Owner, Assay Wealth Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 08/15/2024; 100% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-04

Other Names

• Vatsal Pratap Assar
• Vatsal P Assar