Joseph Michael Periandi

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

• 10/1997 → Present
  Joseph M. Periandi, Cpa
  Wyomsissing, PA
• 08/2018 → 06/2021
  Commonwealth Financial Network
  Waltham, MA
• 06/2021 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1.Power of Attorney for Joanne Kelly; Located at Located at Wyomissing, PA, as of 08/21/18; Approximately 0% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Power of Attorney and Executor for Loretta Becker; Located at Wyomissing, PA, as of 08/21/18; Approximately 0% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Tax Preparation and accounting services, Joseph M Periandi, CPA; as of 08/07/2018; Approximately 30% Time spent during securities trading hours per month; conducted at branch location; Not investment related. 4. Treasurer, Beneficial Society of Victor Emmanuel II, Located at 311 Hazel Street, Reading, PA 19611, as of 08/07/2018; Approximately 0% time spent during securities trading hours per month; Not Conducted at branch location; Not Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-06-08
• S65 Uniform Investment Adviser Law Examination
  2018-09-06

Other Names

• Joseph Periandi