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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-27 |
Branch Locations
8044 Montgomery Road,Suite 258, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hillcrest Financial Group | Cincinnati | OH | 07/2026 | Present |
| Nisa Investment Advisors Llc | Clayton | MO | 06/2025 | 08/2025 |
| Washington University In St. Louis | University City | MO | 08/2022 | 05/2026 |
| Mosquito Joe Of Cincinnati | Maineville | OH | 05/2023 | 08/2023 |
| Corbett Masonry | University City | MO | 05/2024 | 08/2024 |
| Kings Local School District | Kings Mills | OH | 07/2016 | 05/2022 |
| Commonwealth Financial Network | Authorized Trader | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-18 |
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