Nan Parker Bailey

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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-29

NY RA
APPROVED

Since 2021-06-29

Branch Locations

East Hampton, NY • United States

The Malin-Flatiron 895 Broadway 4Th Floor, New York, NY 10003 • 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

Organization	City	State	From	To
Commonwealth Financial Network	Waltham	MA	03/2004	Present
Np Bailey	Larchmont	NY	02/2006	Present

03/2004 → Present

Commonwealth Financial Network

Waltham, MA
02/2006 → Present

Np Bailey

Larchmont, NY

Other Businesses

1. Fixed insurance sales; as of 10/29/2007; less than 1% time spent during business hours; conducted at branch location; investment related. 2. Personal Coach, Coach Nan, personal life coaching as a sole proprietor; as of 7/31/2025; 30% of time spent during business hours; Conducted at branch location; Not Investment related.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-12-03

S63 Uniform Securities Agent State Law Examination

1986-12-03

Designations

Certified Financial Planner

View on SEC IAPD