Oneamerica Securities
46yrs
Top advisor by experience in Waltham
44yrs
Brian Sullivan
Financial advisor at Commonwealth Financial Network
Brian Sullivan is a fiduciary financial advisor in Waltham, Massachusetts, with 44 years in the industry. After less than a year at A. G. Edwards & Sons and a year at Banc of America Investment Services, Brian joined Commonwealth Financial Network in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Brian’s designations include CFP® and ChFC.
One of 494 advisors with offices in Waltham, and one of 431 fiduciaries.
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% by experience in Waltham
Office275 Wyman Street, Suite. 400, Waltham, MA 02451
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2026 – nowCommonwealth Financial NetworkCurrent firm
- Feb 2006 – Aug 2006A. G. Edwards & Sons, Inc.Previously
- Oct 2004 – Feb 2006Banc of America Investment Services, Inc.Previously
- Apr 2003 – Oct 2004Quick & Reilly, Inc.Previously
- Jun 2002 – Apr 2003MerrillPreviously
Contact Brian
(781) 736-0700Commonwealth Financial Network main office 275 Wyman Street, Suite. 400Waltham, MA 02451Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Brian Sullivan. Brian works from the Waltham, MA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1982, about 44 years. Top 1% by experience in Waltham.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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