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Edward Scott Porter

Commonwealth Financial Network

Nantucket, MA

Needham, MA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-08
  • MA RA
    APPROVED
    Since 2026-05-08

Branch Locations

Nantucket, MA • United States

75 Second Avenue, Suite 310, Needham, MA 02494 • 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
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 01/2006 Present
Ksp Financial Consultants Waltham MA 01/2006 09/2021
Core Wealth Advisory Waltham MA 09/2021 Present
  • 01/2006 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 01/2006 → 09/2021
    Ksp Financial Consultants
    Waltham, MA
  • 09/2021 → Present
    Core Wealth Advisory
    Waltham, MA
Previous Registrations
Other Businesses

Fixed insurance sales; as of 01/06/2006, Less than 5% of time spent during business hours, conducted at branch, investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-11-30
S63 Uniform Securities Agent State Law Examination 1987-08-12
  • S65 Uniform Investment Adviser Law Examination
    1992-11-30
  • S63 Uniform Securities Agent State Law Examination
    1987-08-12
Other Names
  • Ted Porter

View on SEC IAPD

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