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Lauren Alissa Brownell

Commonwealth Financial Network

Fairfax, VA

Reston, VA

CRD 7833653

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-10-16
  • VA RA
    APPROVED
    Since 2024-10-16

Branch Locations

Fairfax, VA • United States

1768 Business Center Drive Suite 240, Reston, VA 20190 • 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
Florida Financial Advisors Dba Tristate Financial Advisors Vienna VA 11/2023 07/2024
Unemployed Dedham MA 05/2023 11/2023
Babson College Wellesley MA 08/2019 05/2023
Unemployed Westwood MA 05/2019 08/2019
The Noble & Greenough School Dedham MA 09/2015 05/2019
Reliable Respiratory Norwood MA 05/2022 08/2022
Your Cbd Store Needham MA 05/2021 08/2021
Trinity Wealth Securities, Llc Vienna VA 01/2024 07/2024
Commonwealth Financial Network Reston VA 09/2024 Present
Aegis Consulting Reston VA 09/2024 Present
  • 11/2023 → 07/2024
    Florida Financial Advisors Dba Tristate Financial Advisors
    Vienna, VA
  • 05/2023 → 11/2023
    Unemployed
    Dedham, MA
  • 08/2019 → 05/2023
    Babson College
    Wellesley, MA
  • 05/2019 → 08/2019
    Unemployed
    Westwood, MA
  • 09/2015 → 05/2019
    The Noble & Greenough School
    Dedham, MA
  • 05/2022 → 08/2022
    Reliable Respiratory
    Norwood, MA
  • 05/2021 → 08/2021
    Your Cbd Store
    Needham, MA
  • 01/2024 → 07/2024
    Trinity Wealth Securities, Llc
    Vienna, VA
  • 09/2024 → Present
    Reston, VA
  • 09/2024 → Present
    Aegis Consulting
    Reston, VA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-01-13
S65 Uniform Investment Adviser Law Examination 2023-11-01
  • S63 Uniform Securities Agent State Law Examination
    2024-01-13
  • S65 Uniform Investment Adviser Law Examination
    2023-11-01
Other Names
  • Lauren Macdonald

View on SEC IAPD

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