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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
1343 Long Pond Road Suite A, Rochester, NY 14626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Dayton | Dayton | OH | 08/2016 | 05/2017 |
| Buffalo Riverworks | Buffalo | NY | 06/2017 | 08/2017 |
| University Of Dayton | Dayton | OH | 08/2017 | 05/2018 |
| Lamparelli Construction | Buffalo | NY | 06/2018 | 08/2018 |
| University Dayton | Buffalo | NY | 08/2018 | 05/2019 |
| M&T Bank | Buffalo | NY | 06/2019 | 07/2022 |
| American Portfolios Financial Services, Inc. | Rochester | NY | 07/2022 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 03/2025 |
| Commonwealth Financial Network | Waltham | MA | 03/2025 | Present |
| Angelo Planning Group | Rochester | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-16 |
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