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Martin Richard Gredinger

Commonwealth Financial Network

Wayland, MA

CRD 1503836

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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
MA RA APPROVED 2006-01-04
  • MA RA
    APPROVED
    Since 2006-01-04

Branch Locations

Wayland, MA • 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
Gredinger & Assoc Wayland MA 09/1990 Present
Simches And Company Wellesley MA 01/2005 Present
  • 09/1990 → Present
    Gredinger & Assoc
    Wayland, MA
  • 01/2005 → Present
    Simches And Company
    Wellesley, MA
Other Businesses

SMALL TAX PRACTICE, OWNER, 20 YEARS, 20 HOURS A WEEK DURING TAX SEASON

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-07-30
  • S63 Uniform Securities Agent State Law Examination
    1986-07-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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