Mark Boldeia, financial advisor Leominster MA
93 score

Mark Boldeia

CRD Number: 3137974
Current Firm: Commonwealth Financial Network

Mark Boldeia (CRD# 3137974) is an Investment Advisor Representative working at Commonwealth Financial Network in Leominster, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Feb 2012 - Current 4
Ids Life Insurance Company Auburn, MA Oct 1998 - Feb 2012 13
American Express Financial Advisors Inc. Auburn, MA Oct 1998 - Feb 2012 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
S63 Uniform Securities State Law Examination Dec 1998
Contact Info for Mark C. Boldeia
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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