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Wai Cheong Man

Commonwealth Financial Network

Newton Center, MA

CRD 6223296

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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:

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2021-11-04
  • MA RA
    APPROVED_RES
    Since 2021-11-04

Branch Locations

831 Beacon Street #259, Newton Center, MA 02459 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Building Networks, Llc /Dba Visiting Geeks Newton MA 04/2004 Present
Commonwealth Financial Network Waltham MA 10/2021 Present
Other Names
  • Dick Man
  • Dick Wai-Cheong Man

View on SEC IAPD

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