Richard Anton Bulger

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:

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-29
PA	RA	APPROVED	2010-06-15

NY RA
APPROVED

Since 2021-06-29
PA RA
APPROVED

Since 2010-06-15

Branch Locations

Vestal, NY • United States

6564 Ridings Road, Syracuse, NY 13206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Commonwealth Financial Network	Waltham	MA	12/2003	Present

12/2003 → Present

Commonwealth Financial Network

Waltham, MA

Previous Registrations

1995-05-04 → 2003-12-12

Lpl Financial Llc

Vestal, NY

Other Businesses

1.FIXED INSURANCE SALES UNDER NAME TUCKER-HASKINS AND ASSOCIATES, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2. BENEFIT CONSULTANTS INC., PRESIDENT AND SOLE OWNER OF THIRD PARTY ADMINISTRATOR PROVIDING DESIGN, INSTALLATION, AND ADMINISTRATION SERVICES FOR QUALIFIED PLANS. ENTITY ALSO FUNCTIONS AS OPERATING COMPANY FOR SECURITIES BUSINESS. CONDUCTED AT BRANCH, INVESTMENT RELATED.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1992-07-23

S63 Uniform Securities Agent State Law Examination

1992-07-23

Designations

Certified Financial Planner

View on SEC IAPD