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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
1571 Monroe Ave. , Rochester, NY 14618 • United States
1571 Monroe Ave, Rochester, NY 14618 • United States
Fairport, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/1997 | Present |
| Thorley Wealth Management, Inc. | Pittsford | NY | 01/2013 | Present |
1. Owner, Thorley Wealth Management, Inc., a private entity established to facilitate securities, advisory, and insurance business; as of 12/01/2012; 100% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as of 01/01/2013, 1% of time spent during business hours, conducted at branch location; investment related. 3. Owner, Thorley Capital Properties, LLC, an entity created for the purpose of buying and managing commercial real estate at 1571 Monroe Ave, Rochester NY 14618, as of 08/27/2023; 2% of time spent during business hours; Not Conducted at branch; Investment related. 4. Structured Legal Settlement referrals to Ash Brokerage; as of 4/17/2025; 1% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-27 |
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