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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-10 |
Branch Locations
1250 Pittsford Victor Road Bldg. 200 Ste. 390, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets | Rochester | NY | 05/2009 | 01/2025 |
| Bianchi Wealth Management | Pittsford | NY | 01/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
1. Fixed insurance sales; as of 07/22/2025; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Bianchi Wealth Management; a private entity established to facilitate securities, advisory, and insurance business; Located in Pittsford, NY 14534; as of 01/10/2025; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-15 |
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