Richard Jay Rustic

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

• 02/2002 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1.SELLING FIXED INSURANCE PRODUCTS, AS INSURANCE AGENT, INVESTMENT RELATED. 2. Co-owner with Federal Hill Financial, LLC; Located at 190 Summer Street, Bristol, CT 06010, as of 12/20/2024; 100% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2002-07-08
• S63 Uniform Securities Agent State Law Examination
  1996-04-10

Designations

• Certified Financial Planner