Rae Michael Macwilliam

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

• 04/1997 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. MACWILLIAM FINANCIAL GROUP, INSURANCE AND INVESTMENT-RELATED. 2. FIXED INSURANCE SALES CONDUCTED FROM BRANCH OFFICE UNDER MACWILLIAM FINANCIAL GROU; INVESTMENT RELATED. 3. MACWILLIAM FINANCIAL GROUP 401(K) PLAN TRUSTEE; INVESTMENT RELATED; CONDUCTED AT BRANCH. 4. OWNER OF REAL ESTATE HOLDING COMPANY, 746 CHESTNUT ST, LLC, THAT OWNS BUILDING THAT BRANCH OFFICE IS LOCATED IN AND RENTS TO OTHER BUSINESSES. INVESTMENT RELATED. CONDUCTED AT BRANCH LOCATION. 5. Head Coach, Derryfield School Boys' Varsity Tennis; Located at 2108 River Rd, Manchester, NH 03104, as of 03/17/2025; 13% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-09-10

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Rae Macwilliam