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Rakatansky Financial LLC CRD 335560
$8.95M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
75 Union Ave, #109, Subudry, MA 01776 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-12 |
Branch Locations
75 Union Ave, #109, Subudry, MA 01776 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED_RES | 2023-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rakatansky Cpa Llc | Sudbury | MA | 12/2022 | Present |
| Rakatansky Rakatansky & Associates | Sudbury | MA | 03/2015 | 12/2022 |
| Commonwealth Financial Network | Sudbury | MA | 07/2023 | Present |
| Rakatansky Financial Llc | Sudbury | MA | 06/2025 | Present |
1) Rakatansky CPA LLC; Not investment-related; Same address; Certified Public Accountant; Tax and accounting services; Owner; Approx. 50% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-21 |
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