Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-04 |
Branch Locations
Los Angeles, CA • United States
Los Angeles, CA • United States
3490 California Street Suite 201, San Francisco, CA 94118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2023 | 04/2025 |
| Unemployed | Los Angeles | CA | 05/2023 | 08/2023 |
| Loyola Marymount University | Los Angeles | CA | 08/2019 | 05/2023 |
| Berkeley Country Club | El Cerrito | CA | 08/2018 | 08/2019 |
| Raxakoul Coffee & Cheese | Kensington | CA | 08/2017 | 08/2018 |
| El Cerrito High School | El Cerrito | CA | 08/2015 | 08/2019 |
| Commonwealth Financial Network | San Diego | CA | 04/2025 | 10/2025 |
| Aegis Consulting | Los Angeles | CA | 04/2025 | 10/2025 |
| Commonwealth Financial Network | Waltham | MA | 10/2025 | Present |
| Aegis Consulting | Los Angeles | CA | 10/2025 | Present |
Fixed insurance sales; Located at 3490 California Street, Suite 201, San Francisco, CA 94118, as of 06/13/2025; 15% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-25 |
Reach out to this advisor