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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2025-04-15 |
| SC | RA | APPROVED | 2023-06-28 |
Branch Locations
Bluffton, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2013 | Present |
| Somerset Hills Wealth Management | Basking Ridge | NJ | 04/2013 | Present |
Somerset Hills Wealth Management, as insurance agent selling fixed insurance products, spends 5% of time during market hours, conducted at branch, investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-15 |
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