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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 | 2025-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frank J Becker Inc | Lynbrook | NY | 09/1978 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 09/2012 | 12/2018 |
| American Portfolios Financial Services, Inc. | Syosset | NY | 06/2019 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 12/2024 |
| Commonwealth Financial Network | Waltham | MA | 03/2025 | Present |
| Nassau County | Mineola | NY | 09/2023 | Present |
1.FRANK J BECKER INC, BECKER & ASSOCIATES-OWNER SINCE 2001,P&C AGCY& SELL LIFE,LTC, ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-23 |
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