COMMONWEALTH EQUITY SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK
WALTHAM, Massachusetts·18 registered advisors·CRD# 8032
SEC# 801-415411613781-736-0700
01

Firm Overview

AUM
$177.0B
Regulatory assets under management
Employees
4500
Total firm employees
Advisors
18
Registered representatives
02

Services & Fees

Advisory Services
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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at COMMONWEALTH EQUITY SERVICES, LLC

18 registered advisors
Alexander William Hansen
WALTHAM, Massachusetts
Brian Thomas Price
WALTHAM, Massachusetts
Christopher Anthony Trapnell Kloman
WALTHAM, Massachusetts
Darren Anthony Tedesco
WALTHAM, Massachusetts
David Linus Kelly
WALTHAM, Massachusetts
Janet Claire Reckman
WALTHAM, Massachusetts
John James Rooney
WALTHAM, Massachusetts
Jonathan C. Cleasby
WALTHAM, Massachusetts
Jonathan Christiaan Bohs
WALTHAM, Massachusetts
Joseph Samuel Deitch
WALTHAM, Massachusetts
Kol Nmn Birke
WALTHAM, Massachusetts
Matthew Fletcher Deitch
WALTHAM, Massachusetts
Paul James Ims
WALTHAM, Massachusetts
Paul Jonathan Tolley
WALTHAM, Massachusetts
Peggy Lynn Ho
WALTHAM, Massachusetts
Peter Tompkins Wheeler
WALTHAM, Massachusetts
Richard Marcus Hunter
WALTHAM, Massachusetts
Wayne Michael Bloom
WALTHAM, Massachusetts
05

Office Locations

WALTHAM, Massachusetts
18 advisors

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Data sourced from SEC Form ADV filings. COMMONWEALTH EQUITY SERVICES, LLC (CRD# 8032) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.