Richard Laurence Davidman

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

• 04/2011 → Present
  Commonwealth Financial Network
  Waltham, MA
• 02/2020 → Present
  Davidman Financial Network
  New York, NY
• 09/2013 → 02/2020
  Element Financial
  New York, NY

Previous Registrations

• 2005-11-09 → 2011-03-25
  Lpl Financial Llc
  New York, NY
  New York, NY
• 2002-06-21 → 2005-11-23
  New England Securities
  New York, NY

Other Businesses

1. Owner, DFN Advisors, Inc. dba 'Davidman Financial Network', a private entity est. to facilitate securities, advisory, and insurance business; As of 02/13/2020; Less than 5% time spent during regular business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as an Agent, under the name 'Davidman Financial Network'; As of 02/01/20; 5% time spent during regular business hours; Conducted at branch; Investment related. 3. President and Owner, Downtown Financial Network LTD dba DFN Gallery, an entity est. to facilitate contemporary art gallery and sales; As of 11/24/95; 0% time spent during regular business hours; Not conducted at branch; Not investment related. 4. Owner of rental property located in Delray Beach, FL, as of 8/01/2023; Less than 1% time spent during business hours; Not conducted at branch location; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-11-01