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Fast Facts
Below are some general facts about Commonwealth. For more on Commonwealth's history,
read our story.
| Founded |
1979 |
| Registration |
50 states |
| Registered Representatives |
Over 1,100 |
| Commonwealth Staff |
Approximately 400 |
| Office Locations |
Waltham, MA
San Diego, CA |
| Ownership |
100% owned and
controlled by the management of the firm; the eleven principals have over 230 combined years in the industry |
| Revenues |
$492 million in 2007 |
| Assets Under
Management |
Approximately $50
billion |
| Minimum Production Requirement |
$200,000 in gross
broker/dealer concessions |
| Clearing |
National Financial
Services LLC, Member NYSE/SIPC, a Fidelity Investments company |
| Industry Recognition |
Unprecedented nine-time winner of Investment Advisor magazine’s Broker/Dealer of the Year award.
Honored for the fourth straight year by the Boston Business Journal as one of Massachusetts’ Best Places to Work—including being named the #1 Midsize Place to Work in 2005.
Named one of the Best Places to Work in IT by Computerworld magazine.
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