Eli Richard Baer

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

• 04/2023 → 04/2024
  Commonwealth Financial Network
  Waltham, MA
• 07/2016 → 07/2017
  Brooklyn Academy Of Music
  Brooklyn, NY
• 10/2017 → 04/2024
  Hudson Advisory Group, Llc
  Brooklyn, NY
• 04/2024 → Present
  Hudson Advisory Group, Llc
  Brooklyn, NY
• 04/2024 → Present
  Commonwealth Financial Network
  Waltham, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-09-21

Designations

• Certified Financial Planner