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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-18 |
Branch Locations
2786 S.O.M. Center Road Suite 200, Willoughby Hills, OH 44094 • United States
3792 Starrs Centre Dr., Canfield, OH 44406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-19 |
Branch Locations
3792 Starrs Centre Dr., Canfield, OH 44406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gem-Young Wealth Advisors | Canfield | OH | 03/2021 | 07/2025 |
| Youngstown Columbiana Association Of Realtors | Youngstown | OH | 03/2016 | 03/2021 |
| Commonwealth Financial Network | Waltham | MA | 07/2025 | 09/2025 |
| Commonwealth Financial Network | Waltham | MA | 09/2025 | Present |
| Bucholtz & Germo | Willoughby Hills | OH | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-07 |
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