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 is organized as a limited liability company owned by an individual. Public records classify the firm as "unclassified" and show it does not function as a capital allocator. The firm does not identify itself as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Limited detail is provided about the firm's advisory or business activities, client types, or fee structure. The absence of descriptive disclosure suggests the entity either operates with a very narrow or specialized mandate or is not currently conducting conventional advisory businesses at scale.

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

Contacts

2 of 2
  • Jonathan Thomas

    Registered RepresentativeCRD 1374060

  • Peter Flynn

    FinOpCRD 2655124

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