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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2016-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/1989 | Present |
1. FRINGE BENEFIT MANAGEMENT, INC.,ENTITY CREATED FOR DESIGN AND ADMINISTRATION OF RETIERMENT AND EMPLOYEE BENEFIT PLANS, AS PRESIDENT AND OWNER, SPENDS 10-20% TIME, INVESTMENT RELATED. 2. SELLING FIXED INSURANCE, INCLUDING LIFE, ACCIDENT, AND HEALTH, SPENDS 25-50% TIME; INVESTMENT RELATED. 3.LAND OWNER,324 RICHARDS AVENUE, PAXTON, MA, 01612. 100% PRIVATELY OWNED CROP LAND BEING LEASED TO LOCAL FARMER. APPROX. $300 ANNUAL INCOME. ALSO, WORKING WITH CONSULTING FORESTER TO CONDUCT TIMBER HARVEST ON 36 ACRE FOREST LOT,PART OF DEEDED PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-10 |
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