Azadeh Ward
Investment adviser representative at Commonwealth Financial Network
11 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Boston Wealth StrategiesApr 2025 to now
- Commonwealth Financial NetworkApr 2025 to now
- Boston Wealth StrategiesJul 2020 to Mar 2025
- Commonwealth Financial NetworkJul 2020 to Mar 2025
- MML Investors Services, LLCMar 2017 to Jul 2020
- Massmutual Life Insurance CoJul 2016 to Jul 2020
- Metlife Securities IncSep 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5389498
- Firm CRD
- 8032