Maxwell Jefferson Mercando

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

• 06/2024 → 07/2024
  Foundations Financial Partners
  Doylestown, PA
• 07/2024 → 08/2024
  Repko Law
  Doylestown, PA
• 06/2022 → 08/2022
  Morgan Stanley
  Doylestown, PA
• 06/2021 → 08/2021
  Avalon Yacht Club
  Avalon, NJ
• 06/2020 → 07/2020
  Lake Owego Camp
  Greely, PA
• 06/2017 → 08/2019
  Buccaneer Ice Cream And Candies
  Avalon, NJ
• 06/2023 → 08/2023
  Summer Business Institute (Villanova University)
  Bryn Mawr, PA
• 08/2021 → 12/2021
  Penn State University
  University Park, PA
• 01/2022 → 05/2025
  Villanova University
  Bryn Mawr, PA
• 06/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 09/2017 → 06/2020
  Central Bucks East Highschool
  Doylestown, PA
• 09/2014 → 06/2017
  Tohickon Middle School
  Doylestown, PA
• 08/2020 → 08/2020
  Repko Law
  Doylestown, PA
• 08/2020 → 05/2021
  Adventures Rolling Cross Country (Arcc)
  Bend, OR
• 06/2025 → Present
  Foundations Financial Partners
  Doylestown, PA

Other Businesses

1. Fixed insurance sales; as of 08/11/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-05

Other Names

• Max J Mercando
• Maxwell Jefferson Mercando
• Maxwell Mercando