Kyle Morrissey

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

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-26
VA	RA	APPROVED	2022-03-15

TX RA
APPROVED

Since 2026-03-26
VA RA
APPROVED

Since 2022-03-15

Branch Locations

Richmond, VA • United States

11130 Sunrise Valley Drive Suite 130, Reston, VA 20191 • 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

Organization	City	State	From	To
Potomac Financial Pcg	Reston	VA	09/2017	09/2023
Thumbs Up Odd Jobs	Newtown	CT	09/2009	08/2017
Potomac Financial Private Client Group, Llc	Reston	VA	09/2023	Present
Commonwealth Financial Network	Waltham	MA	09/2021	09/2023
Commonwealth Financial Network	Waltham	MA	09/2023	Present

09/2017 → 09/2023

Potomac Financial Pcg

Reston, VA
09/2009 → 08/2017

Thumbs Up Odd Jobs

Newtown, CT
09/2023 → Present

Potomac Financial Private Client Group, Llc

Reston, VA
09/2021 → 09/2023

Commonwealth Financial Network

Waltham, MA
09/2023 → Present

Commonwealth Financial Network

Waltham, MA

Other Businesses

Fixed insurance sales; Located at 11130 Sunrise Valley Drive, Suite 130, Reston, VA 20191, as of 09/01/2023; 5% time spent during business hours; Conducted at branch location; Investment related.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-07

S66 Uniform Combined State Law Examination

2022-03-07

Designations

Certified Financial Planner

Other Names

Kyle Morissey

View on SEC IAPD