Commonwealth Pharma Securities

Broker-DealerFINRA Member
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 operates as a privately held limited liability company controlled by an individual owner. Public records provide minimal detail about its services: the firm is classified as unclassified, does not present itself as a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. Information about its fee model, client segments, investment approach, or day-to-day advisory activities is not available in the source material. The absence of disclosed business activities or manager allocation preferences suggests the firm has a very limited public profile. There are no provided descriptions of portfolio construction, asset-class focus, or any specializations such as healthcare- or pharma-sector investment mandates despite the firm name.

Assets & Accounts

Location & Offices

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

Owners & executives

FINTRX

Contacts

FINTRX

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth