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Marc Lawrence Collier

Commonwealth Financial Network

Hampton, NH

Burlington, MA

Jupiter, FL

CRD 1334589

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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
NH RA APPROVED 2025-01-27
MA RA APPROVED 2011-12-01
FL RA APPROVED 2008-07-23
  • NH RA
    APPROVED
    Since 2025-01-27
  • MA RA
    APPROVED
    Since 2011-12-01
  • FL RA
    APPROVED
    Since 2008-07-23

Branch Locations

Hampton, NH • United States

1 Van De Graaff Drive Suite 500, Burlington, MA 01803 • United States

Jupiter, FL • 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
Commonwealth Financial Network Wellesley MA 12/1984 Present
Axial Financial Group Burlington MA 01/2012 Present
Previous Registrations
  • 2006-02-27 → 2009-12-31
    Pinnacle Capital Management, Inc.
    Boston, MA
    Wellesley, MA
Other Businesses

FIXED INSURANCE SALES UNDER AXIAL FINANCIAL GROUP A.K.A. THE AXIAL COMPANY; AGENT; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-02-14
  • S63 Uniform Securities Agent State Law Examination
    1985-02-14
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Marc Lawrence Cohen

View on SEC IAPD

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