Bonnie Marie Boyce

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1992 → 07/2025
  Osaic Wealth, Inc.
  Saratoga Springs, NY
• 02/1992 → Present
  Vahanian & Associates Financial Planning
  Saratoga Springs, NY
• 07/2025 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2011-10-07 → 2025-10-15
  Vahanian & Associates Financial Planning Inc
  Saratoga Springs, NY

Other Businesses

1. Fixed insurance sales; as of 2/28/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-04-05

Designations

• Certified Financial Planner

Other Names

• Bonnie Marie Bishop