Commonwealth Financial Network

Firm record

As recorded in SEC IAPD

Firm CRD

8032

SEC number

801-41541

Firm type

RIA

Assets under management

$212.7B as of May 19, 2026

Website

giphy.com/channel/CommonwealthFN ↗

Phone

781-736-0700

Address

275 Wyman Street, Waltham, MA, 02451-1200

Advisors at this firm

2,337 in our index · page 41 of 47

• Giselle Marie SadaCRD 4835372 · Waltham, MA
  IA RegisteredBroker
• Sheisy SalazarCRD 7990007 · Waltham, MA
  Broker
• Caleb SamsCRD 7159458 · Brentwood, TN
  IA RegisteredBroker
• Tanner Jacob SargentCRD 7774181 · Pomfret Center, CT
  IA RegisteredBroker
• Collin SaylerCRD 8139516 · Glastonbury, CT
  IA Registered
• Henry Karl ScalzoCRD 8099155 · Clinton, NJ
  IA RegisteredBroker
• Joseph Christopher ScalzoCRD 2909754 · Clinton, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Connor SchaefbauerCRD 7925056 · Arden Hills, MN
  IA RegisteredBroker
• Francis John SchanneCRD 6651378 · Jupiter, FL
  IA RegisteredBroker
• John H SchannepCRD 7775601 · Tucson, AZ
  IA RegisteredBroker
• Denise SchatzCRD 7695139 · Chadds Ford, PA
  IA Registered
• Carter ScheetzCRD 6392385 · Needham, MA
  IA RegisteredBroker
• Mark SchlumpbergerCRD 7365602 · Bloomington, MN
  Broker
• Joshua SchmalzCRD 7606834 · Overland Park, KS
  IA RegisteredBroker
• Daniel Michael SchmidtCRD 7174857 · Brookfield, WI
  IA RegisteredBroker
• James SchneiderCRD 7756673 · Fairbury, IL
  IA RegisteredBroker
• Stephen SchneiderCRD 7404482 · Waltham, MA
  IA RegisteredBroker
• Oliver ScholleCRD 7476050 · Needham, MA
  IA Registered
• Luke Michael SchroederCRD 7290273 · Tempe, AZ
  IA RegisteredBroker
• Collin Todd SchulzCRD 8088266 · Madison, WI
  IA Registered
• Chloe E SedlarCRD 7965203 · Towson, MD
  Broker
• Jeremy SelfCRD 7158475 · Austin, TX
  IA RegisteredBroker
• Stephanni R SharpCRD 6302624 · San Diego, CA
  IA RegisteredBroker
• Matthew SheehanCRD 6157833 · Waltham, MA
  IA RegisteredBroker
• Kaylie Gabrielle ShepardCRD 7852309 · Ann Arbor, MI
  IA RegisteredBroker
• Karis Cory SherbertCRD 7237248 · Wayne, PA
  IA RegisteredBroker
• Mitchel Scott ShermanCRD 7118628 · Pleasanton, CA
  IA RegisteredBroker
• Christian ShipmanCRD 6616444 · West Des Moines, IA
  IA RegisteredBroker
• Frank Martin ShultzCRD 5760596 · Jamestown, NY
  IA RegisteredBroker
• Theodore John SibiliaCRD 7544707 · Brattleboro, VT
  Broker
• Jonathan Scott SimpsonCRD 6610564 · Murray, UT
  IA RegisteredBroker
• Ernest Magnus Lundell SimsCRD 6808366 · Wayne, PA
  IA RegisteredBroker
• Kirby H SloanCRD 6714410 · San Diego, CA
  IA RegisteredBroker
• Brooke Yvonne SmithCRD 7814160 · Waltham, MA
  IA RegisteredBroker
• James Oliver SmithCRD 8164546 · Gig Harbor, WA
  IA Registered
• Jordan Allen SmithCRD 7378627 · Madison, WI
  IA Registered
• Kelly Marie SmithCRD 6171061 · Middletown, CT
  Broker
• Connor Thomas SofieldCRD 7071831 · Manasquan, NJ
  IA RegisteredRegistration inactive
• Emily Elizabeth SolomonCRD 7785149 · Cheshire, CT
  IA Registered
• Alexandra SonnenbergCRD 7053801 · San Diego, CA
  IA RegisteredBroker
• David Michael SpanierCRD 6759623 · Cedar Rapids, IA
  IA RegisteredBroker
• Tyler Edward SpiezioCRD 8178198 · Joliet, IL
  Broker
• Robert James StapletonCRD 6124388 · Elkhorn, NE
  IA RegisteredBroker
• Caleb StatonCRD 7608101 · Brentwood, TN
  IA RegisteredBroker
• Daniel Marcus SteinbergCRD 8083643 · Tarrytown, NY
  IA RegisteredBroker
• John Paul StevensCRD 7574044 · Needham, MA
  IA RegisteredBroker
• Justin Joseph StoneCRD 6069831 · Waltham, MA
  IA RegisteredBroker
• Mallory Ann StorrieCRD 7870239 · Burlington, NC
  IA RegisteredBroker
• Henry Michael StoufferCRD 7922478 · Mechanicsburg, PA
  IA RegisteredBroker
• Joseph Ryan StronachCRD 7761220 · Waltham, MA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 22, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.