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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2012-01-06 |
| NH | RA | APPROVED | 2012-01-03 |
Branch Locations
6 Main Street, Natick, MA 01760 • United States
64 Main Street, Concord, MA 01742 • United States
Salem, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2012 | Present |
| Middlesex Savings Bank | Concord | MA | 05/2000 | Present |
FIXED INSURANCE SALES; AGENT; CONDUCTED FROM THE BRANCH OFFICE; INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-17 |
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