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Financial ADVSR advisor directory · SEC adviser records

Commonwealth Financial Network financial advisors in Boston, MA

Every SEC-registered investment adviser representative at a Commonwealth Financial Network office in Boston, A to Z.

13 registered advisors work at Commonwealth Financial Network in Boston, out of 2,715 at the firm nationwide; it ranks number 58 in the city by advisors. 4 list the CFP designation and 11 are also registered broker representatives.

Commonwealth Financial Network advisors in Boston, A to Z

Every Commonwealth Financial Network advisor →

Commonwealth Financial Network advisors in every city and state →Commonwealth Financial Network: assets, clients and custodians →Commonwealth news and advisor moves →Commonwealth Financial Network payout grid vs. other firms →Advisor Moves: who changed firms this week →

Commonwealth Financial Network advisors in other cities

Waltham, MA 160San Diego, CA 67Glastonbury, CT 51Overland Park, KS 28Rochester, NY 27Needham, MA 24Worcester, MA 23Dallas, TX 19Danvers, MA 17Shelton, CT 17Wilmington, NC 17New York, NY 16Pittsford, NY 16Roanoke, VA 16Burlington, MA 15

Other firms in Boston

All Boston advisors →

Morgan Stanley 347Merrill Lynch, Pierce, Fenner & Smith Incorporated 324J.P. Morgan Securities LLC 226Voya Financial Advisors, Inc. 176UBS Financial Services Inc. 159Strategic Advisers LLC 155Columbia Management Investment Advisers, LLC 134Eaton Vance Management 89John Hancock Investment Management LLC 89MML Investors Services, LLC 88Wells Fargo Clearing Services, LLC 56Putnam Investment Management, LLC 53

Questions

How many financial advisors does Commonwealth Financial Network have in Boston?

13 investment adviser representatives are registered at Commonwealth Financial Network offices in Boston, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 2,715 nationwide. 4 list the CFP designation and 11 are also registered as broker representatives.

Is Commonwealth Financial Network one of the largest advisor employers in Boston?

Commonwealth Financial Network ranks number 58 in Boston by registered advisors; Morgan Stanley has the most, with 347.

How do I check a Commonwealth Financial Network advisor in Boston?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Commonwealth Financial Network office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.