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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| VA | RA | APPROVED | 2007-01-05 |
Branch Locations
240 West Main Street, Charlottesville, VA 22902 • United States
3033 Wilson Boulevard Suite 700, Arlington, VA 22201 • United States
1 Boars Head Pointe Suite 125, Charlottesville, VA 22903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2018 | Present |
| Commonwealth Financial Network | Arlington | VA | 01/2007 | 09/2018 |
| Clarendon Wealth Management | Arlington | VA | 12/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-20 |
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