Commonwealth Financial Network:
One of the Largest Remaining Privately-Owned Independent Broker/Dealer

Recently Released!!!
Date Published: December 2012
Comprehensive Power Point Deck: 425 Slides

Summary Power Point Deck: 14 Slides

Commonwealth Financial Network was founded as Commonwealth Equity Service by Joe Deitch in 1979 and is based in Waltham, MA. The company has two offices, 500 employees, and $641 million revenues. Commonwealth Financial Network is led by its Chairman Joe Deitch & CEO Wayne Bloom and is privately owned. Commonwealth Financial Network's web sites can be found at &

Commonwealth Financial Network's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Days Phase
  • Post 1987 Market Crash Expansion Phase
  • Rapid Expansion & Awards Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
  • Independent Broker/Dealer
And its profile concludes with the highlights of its organizational structure & ownership.

Public Access

Please click on the Table of Contents icon below to see more details of this research.

Coming Soon
Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.

Tiburon Research Orders


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.