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Corie Elizabeth New

Commonwealth Financial Network

Hadley, MA

Hadley, MA

CRD 5718246

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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

AuthorityCategoryStatusDate
MA RA APPROVED 2020-09-29
  • MA RA
    APPROVED
    Since 2020-09-29

Branch Locations

104 Middle Street, Hadley, MA 01035 • United States

Hadley, 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
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 08/2011 01/2026
Commonwealth Financial Network Waltham MA 01/2026 07/2026
Shorepoint Advisory Group Hadley MA 01/2026 07/2026
Commonwealth Financial Network Waltham MA 07/2026 Present
Shorepoint Advisory Group Hadley MA 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-13
  • S66 Uniform Combined State Law Examination
    2009-11-13

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC

Nearby Investors

KAREN DOLAN CURRAN
MOLLY ANN KEEGAN
RUTH FRANCIS

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · Hadley, MA
LPL FINANCIAL LLC · HADLEY, MA
AMERIPRISE FINANCIAL SERVICES, LLC · HADLEY, MA

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