Brady Boulrice
Investment adviser representative at Commonwealth Financial Network
10 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
10 years in the industry.
- Commonwealth Financial NetworkSep 2026 to now
- Boulrice & Wood Cpas, PcJul 2026 to now
- Lomanto Provost Financial AdvisorsJun 2026 to now
- Altona Fire DistrictMar 2025 to now
- Financial Guides of the NortheastJan 2025 to May 2026
- Suny PlattsburghAug 2023 to May 2026
- Mountain MartJun 2023 to May 2026
- Northern Adirondack Central SchoolJul 2016 to Jun 2023
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8029644
- Firm CRD
- 8032