Adviser and broker representative · Commonwealth Financial Network
Zena Chase
CRD 4784609 · Framingham, MA
At a glance
Zena Chase is an investment adviser representative with Commonwealth Financial Network in Framingham, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Zena’s SEC record dates to 2006, about 20 years ago. Zena is also registered as a broker representative.
Current advisory firm
- Commonwealth Financial NetworkSince November 2019Framingham, MA · $213B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Zena’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
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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.