Commonwealth Equity Services, Inc.

Waltham, MA

Florida

Registered In

01/09/1990

Incorp. Date

Foreign

Registration Type

Massachusetts

Foreign Jurisdiction

Company Summary

Commonwealth Equity Services, Inc. at 29 Sawyer Rd, Waltham, Ma 02453 lists Wheeler Peter T and Deitch Robbie Lacritz of Waltham, MA as associates.

Overview

Registered In

Florida

Incorporation Date

01/09/1990

Company Type

Foreign Profit

Status

Inactive

Registration Type

Foreign

Foreign Jurisdiction

Massachusetts

EIN

04-2675571

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People

Wheeler Peter T President	29 SAWYER RD, WALTHAM, MA 02453
Deitch Robbie Lacritz Director	29 SAWYER RD, WALTHAM, MA 02453
Brenman Eric Director	29 SAWYER RD, WALTHAM, MA 02453
Deitch Joseph S CTD	29 SAWYER RD, WALTHAM, MA 02453

Map & Locations

29 SAWYER RD, WALTHAM, MA 02453 View Map

Financials

Financial Information for Commonwealth Equity Services, Inc.

Form 5500

COMMONWEALTH FINANCIAL NETWORK

29 Sawyer Rd., Waltham, Ma 02453 (781) 663-9660 EIN:04-2675571 Plan Admin:Caroline Queen

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCOMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN Plan #002 Participants BOY/EOY1,237 / 1,360 Assets BOY/EOY$163,490,328 / $145,333,868	2022	COMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN - Plan #002	1,237 / 1,360	$163,490,328 / $145,333,868
2022	Plan NameCOMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN Plan #503 Participants BOY/EOY1,227 / 0 Assets BOY/EOY$0 / $0	2022	COMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN - Plan #503	1,227 / 0	$0 / $0
2021	Plan NameCOMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN Plan #002 Participants BOY/EOY1,087 / 1,237 Assets BOY/EOY$130,752,808 / $163,490,328	2021	COMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN - Plan #002	1,087 / 1,237	$130,752,808 / $163,490,328
2021	Plan NameCOMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN Plan #503 Participants BOY/EOY1,107 / 0 Assets BOY/EOY$0 / $0	2021	COMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN - Plan #503	1,107 / 0	$0 / $0
2020	Plan NameCOMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN Plan #002 Participants BOY/EOY1,021 / 1,087 Assets BOY/EOY$105,908,961 / $130,752,808	2020	COMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN - Plan #002	1,021 / 1,087	$105,908,961 / $130,752,808
2020	Plan NameCOMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN Plan #503 Participants BOY/EOY911 / 0 Assets BOY/EOY$0 / $0	2020	COMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN - Plan #503	911 / 0	$0 / $0
2019	Plan NameCOMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN Plan #002 Participants BOY/EOY1,123 / 1,021 Assets BOY/EOY$107,652,816 / $105,908,961	2019	COMMONWEALTH FINANCIAL NETWORK 401(K) P/S PLAN - Plan #002	1,123 / 1,021	$107,652,816 / $105,908,961
2019	Plan NameCOMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN Plan #503 Participants BOY/EOY850 / 0 Assets BOY/EOY$0 / $0	2019	COMMONWEALTH EQUITY SERVICES, LLC WELFARE BENEFIT PLAN - Plan #503	850 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

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Address Match:29 Sawyer Rd Waltham, MA

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Commonwealth Equity Services, LLC Registered in Alabama	Montgomery, AL Waltham, MA	View Report
Commonwealth Equity Services, LLC Registered in Utah	Midvale, UT Waltham, MA	View Report
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C.E.S. Insurance Agency, Inc. Registered in North Carolina	Waltham, MA	View Report

Related Business Names:

Commonwealth Equity Services, Inc. Registered in Arkansas	Hot Springs, AR	View Report
Commonwealth Equity Services, Inc. Registered in Nevada	Waltham, MA	View Report
Commonwealth Equity Services, Inc Registered in Utah	Midvale, UT Waltham, MA	View Report
Commonwealth Equity Services, Inc Registered in Utah	Midvale, UT Waltham, MA	View Report
Commonwealth Equity Services, Inc Registered in Utah	Midvale, UT Waltham, MA	View Report
Commonwealth Equity Services, Inc. Registered in Texas	Texas	View Report
Commonwealth Equity Services, Inc. Registered in Massachusetts	Waltham, MA Weston, MA	View Report
Commonwealth Equity Services, Inc. Registered in California	San Diego, CA Waltham, MA	View Report
Commonwealth Equity Services, Inc. Registered in Connecticut	Waltham, MA Westwood, MA	View Report
Commonwealth Equity Services, Inc. Registered in Colorado	Centennial, CO Waltham, MA	View Report
Commonwealth Equity Services, Inc. Registered in Connecticut	Hartford, CT Waltham, MA	View Report
Commonwealth Equity Services, Inc. Registered in Arkansas	Little Rock, AR	View Report
Commonwealth Equity Services, Inc. Registered in North Carolina	Raleigh, NC Waltham, MA (1 more)	View Report
Commonwealth Equity Services, Inc. Registered in North Carolina	Waltham, MA	View Report

Person/City Match:Wheeler Peter T - Waltham, MA

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Person/City Match:Deitch Joseph S - Waltham, MA

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Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor

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