Commonwealth Pharma Securities

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Marshfield, Massachusetts
CRD number
121990
Registered since
January 8, 2003

Firm profile

FINTRX

Overview

Commonwealth Pharma Securities is an LLC that registered with the SEC in 2003 and is held by an individual owner. FINTRX classifies the firm as unclassified and the snapshot data indicates it does not act as a capital allocator. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not flagged as a newly formed adviser, pension consultant, or related adviser. The source file does not include descriptions of the firm’s advisory services, investment strategy, fee schedule, or client segments.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Peter Flynn

    FinOpCRD 2655124

  • Jonathan Thomas

    Registered RepresentativeCRD 1374060

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Marshfield, MA

Plymouth

Location

Marshfield, MA

Headquartered in Marshfield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Plymouth
Address
2016 Ocean St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth