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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| CT | RA | APPROVED | 2002-09-12 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bailey And Beatty Financial Services | Danbury | CT | 07/1982 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2002 | Present |
1. Fixed insurance sales, as of 2002, conducted at branch, investment related. 2. Co-trustee for client trust, as of 12/29/1995, less than 1% of time spent during business hours, conducted at branch, not investment related. 3. Executor; friend and client; as of 04/08/2014; 5% of time spent during business hours; conducted at branch location; not investment related. 4. Trustee for Article Sixth Trust U/W Arthur J. Goldblatt U/W 2/20/2024; Located in Danbury, CT, as of 05/2025; 1% time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-04-17 |
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