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Commonwealth Financial Network CRD 8032
$213B regulatory AUM 20,450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Esposito Financial Group/Bd-Commonwealth Financial Network | Georgetown | MA | 03/2006 | 01/2018 |
| Masconomet Regional School District | Boxford | MA | 05/2015 | 01/2018 |
| Esposito Law Office | Georgetown | MA | 01/1994 | 01/2018 |
| Esposito Financial Group/Bd-Commonwealth Financial Network | Georgetown | MA | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-15 |
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