Zachary Joseph Wielgoszinski

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

• 06/2008 → 02/2017
  Nh Tomahawks
  Bedford, NH
• 03/2016 → 11/2016
  E*Trade Capital Management Llc
  Boston, MA
• 02/2017 → 01/2018
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 04/2018 → 11/2018
  Equiscript, Llc.
  Charleston, SC
• 01/2019 → 05/2020
  Cetera Advisors
  Denver, CO
• 01/2019 → 05/2020
  Iis Financial Services
  South Portland, ME
• 06/2008 → 06/2019
  New Hampshire Tomahawks;
  Bedford, NH
• 05/2020 → 04/2022
  Morgan Stanley
  Portland, ME
• 05/2022 → Present
  Hub International New England, Llc
  Cumberland, ME
• 05/2022 → Present
  Commonwealth Financial Network
  Waltham, MA
• 06/2026 → Present
  Hub International Investment Services
  Austin, TX

Previous Registrations

• 2020-05-28 → 2022-04-28
  Morgan Stanley
  Portland, ME
• 2019-01-22 → 2020-05-07
  Cetera Advisors Llc
  South Portland, ME
• 2017-10-19 → 2018-02-26
  Strategic Advisers Llc
  Merrimack, NH

Other Businesses

HUB International Investment Services, Yes, Austin, TX, Accommodation Broker Dealer, Registered Rep, 6/2026, 0, 0.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-15
• S63 Uniform Securities Agent State Law Examination
  2013-04-25

Other Names

• Zachary Wielgoszinski
• Zach Wielgoszinski
• Zachary Joseph Wielgoszinski