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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 | 2026-03-25 |
| PA | RA | APPROVED | 2025-07-18 |
| UT | RA | APPROVED | 2025-07-18 |
Branch Locations
200 North Union Street, Kennett Square, PA 19348 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Newtown Square | PA | 06/2009 | 07/2025 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 07/2025 |
| Commonwealth Financial Network | Waltham | MA | 07/2025 | Present |
| Union Street Financial | Kennett Square | PA | 07/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
Co-owner, Delian Capital, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 07/22/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-02 |
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