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William Bradford Mcmillan

COMMOMWEALTH CONTINUUM ADVISORS, LLC·WALTHAM, Massachusetts
Clean record11 years registeredCOMMOMWEALTH CONTINUUM ADVISORS, LLC
29 SAWYER ROAD, WALTHAM, MA 02453CRD# 5258960Firm CRD# 332907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Bradford Mcmillan · WALTHAM, MA
Registration
CRD #5258960 · COMMOMWEALTH CONTINUUM ADVISORS, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

COMMONWEALTH FINANCIAL NETWORK
Oct 2014 – present
02

Registrations & Exams

Registration record
First registered · October 20, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COMMONWEALTH CONTINUUM ADVISORS, LLC
CRD 332907 · SEC 801-131348
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Services offered by COMMONWEALTH CONTINUUM ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at COMMONWEALTH CONTINUUM ADVISORS, LLC →
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05

Frequently Asked Questions

What services does William Bradford Mcmillan offer?
William Bradford Mcmillan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are William Bradford Mcmillan's credentials?
William Bradford Mcmillan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Bradford Mcmillan located?
William Bradford Mcmillan is based in WALTHAM, Massachusetts, working with COMMOMWEALTH CONTINUUM ADVISORS, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does William Bradford Mcmillan charge for services?
William Bradford Mcmillan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMOMWEALTH CONTINUUM ADVISORS, LLC?
COMMOMWEALTH CONTINUUM ADVISORS, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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