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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-01 |
| NY | RA | APPROVED | 2025-05-01 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 03/2018 | 04/2020 |
| Hanna Instruments | Woonsocket | RI | 06/2016 | 12/2017 |
| Lincoln Investment | Fort Washington | PA | 06/2020 | 05/2025 |
| Capital Analysts | Smithtown | NY | 04/2023 | 05/2025 |
| Lincoln Investment | Smithtown | NY | 04/2023 | 05/2025 |
| Commonwealth Financial Network | Waltham | MA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-27 |
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