Langhorne, PA Newtown Langhorne Road Office
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Commonwealth Financial Network
Enterprise
Firm-wide stats for Commonwealth Financial Network
About
Commonwealth Financial Network is a dual‑registered broker/dealer and SEC‑registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing roughly $212.7 billion in client assets. The firm offers a broad adviser‑support platform that includes discretionary and nondiscretionary managed‑account programs (PPS Custom, PPS Select, PPS Direct), access to third‑party asset managers, retirement and plan consulting, and custody/clearing services.
Advisors work with clients to define goals and risk tolerance and may implement portfolios using Commonwealth’s internally managed model portfolios (Investment Management and Research team) or by outsourcing execution and model implementation to third‑party platforms and subadvisers (for example, Envestnet, SEI, and Orion). Commonwealth acts as a wrap‑fee program sponsor and back‑office provider—covering trading, reporting, and householding—while offering a mix of mutual funds, ETFs, individual securities, annuity subaccounts, and personalized indexing and tax‑aware options.
Noteworthy aspects disclosed in the firm’s brochure include its acquisition by LPL Financial Holdings, Inc. on August 1, 2025 and recent regulatory matters, including a March 2026 SEC judgment that resulted in a $5,000,000 civil penalty and earlier SEC enforcement related to mutual fund share‑class disclosures. The firm also discloses material conflicts arising from its clearing and sweep arrangements—notably revenue‑sharing with its clearing firm—and a range of advisor compensation and transition incentives (administrative‑fee discounts, graduated payouts, and forgivable loans) that can affect program availability and recommendation incentives.
Based on Commonwealth Financial Network
Expertise
Based on Commonwealth Financial Network
Location
1705 Newtown Langhorne Road, Suite 1
Langhorne PA 19047
Advisors at this office
3
Advisors at this office
Caio A
Series 66, Series 63
Langhorne, PA
Commonwealth Financial Network
Caio Azevedo is a financial advisor with Commonwealth Financial Network holding Series 66 and Series 63 licenses and three years of industry experience. His previous roles include positions at NewSpring Capital, Curo Wealth Management, and Citigroup. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and back-office services.
Marianna G
Series 63, Series 65
Langhorne, PA
Commonwealth Financial Network
Marianna Goldenberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked previously at LPL Financial for 11 years before joining Commonwealth in 2014. Goldenberg is also co-owner of CURO Wealth Management LLC and is involved in Medicare product referrals. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.
Melanie S
Series 66
Langhorne, PA
Commonwealth Financial Network
Melanie Schott is a financial advisor with Commonwealth Financial Network in Langhorne, PA, holding a Series 66 designation and seven years of industry experience. She has worked at CURO Wealth Management and Private Advisor Group, LLC, and previously spent twelve years at Conair Corporation. In addition to her advisory role, she is involved in fixed insurance sales as an agent. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with back-office support including operations, trading, technology, compliance, and practice management. The firm offers various investment program structures and discretionary model portfolios managed through a due-diligence process.
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