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Alex Rakatansky

Rakatansky Financial LLC

Subudry, MA

Commonwealth Financial Network

Sudbury, MA

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Current Employers
Rakatansky Financial Llc

75 Union Ave, #109, Subudry, MA 01776 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-08-12
  • MA RA
    APPROVED
    Since 2025-08-12

Branch Locations

75 Union Ave, #109, Subudry, MA 01776 • United States

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2023-07-03
  • MA RA
    APPROVED_RES
    Since 2023-07-03

Branch Locations

75 Union Ave Suite 109, Sudbury, MA 01776 • 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
OrganizationCityStateFromTo
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
Other Businesses

1) Rakatansky CPA LLC; Not investment-related; Same address; Certified Public Accountant; Tax and accounting services; Owner; Approx. 50% of time during the month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-21
  • S65 Uniform Investment Adviser Law Examination
    2025-05-21

View on SEC IAPD

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Other Investors

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HENRY MICHAEL FISHER
SAMUEL BRITTON BALDWIN
WILLIAM THOMAS SPENCER
DANIEL STEPHEN ENOS
PETER DONOVAN MURPHY
MICHAEL R ARCHAMBAULT
JUSTIN ANTHONY DESANTIS

Other Offices

RAKATANSKY FINANCIAL LLC · SUBUDRY, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SUDBURY, MA
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · SUDBURY, MA
OSAIC WEALTH, INC. · SUDBURY, MA
AMERITAS ADVISORY SERVICES, LLC · Sudbury, MA
AMERITAS ADVISORY SERVICES, LLC · Sudbury, MA
SANTANDER SECURITIES LLC · Sudbury, MA
EXCHANGE PLACE ADVISORS, LLC · SUDBURY, MA

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