Adviser and broker representative · Commonwealth Financial Network
Kelly G. Watzka
CRD 2549227 · San Diego, CA
At a glance
Kelly G. Watzka is an investment adviser representative with Commonwealth Financial Network in San Diego, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kelly’s SEC record dates to 2003, about 23 years ago. Kelly is also registered as a broker representative.
Current advisory firm
- Commonwealth Financial NetworkSince February 2023San Diego, CA · $213B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kelly’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Commonwealth Financial Network
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- Steven D. BraggSan Diego
- Ashley M. BurnekaSan Diego
- Bradford J. ByrnsSan Diego
- Alexis A. CannonSan Diego
- Kevin R. CarlinSan Diego
- Valerie J. CarlsonSan Diego
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