Dante Egidio

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

• 08/2025 → Present
  Egidio Lennon Wealth Management, Llc
  Cheshrie, CT
• 08/2021 → 07/2025
  Wayfair, Inc.
  Boston, MA
• 08/2020 → 08/2021
  Northeastern University
  Boston, MA
• 09/2016 → 05/2020
  University Of Connecticut
  Storrs, CT
• 09/2012 → 09/2016
  Daniel Hand High School
  Madison, CT
• 01/2026 → Present
  Commonwealth Financial Network
  Waltham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-14

Other Names

• Dante R Egidio