Commonwealth Financial Network
46yrs
Top advisor by experience in Burlington
29yrs
Stephen Carson
Full name on record: Stephen Michael Carson
Financial advisor at Commonwealth Financial Network
Based in Burlington, Massachusetts, Stephen Carson is a fiduciary financial advisor with 29 years of industry experience. Stephen has been with Commonwealth Financial Network since 2006; before that, Stephen spent three years at Pinnacle Capital Management. Commonwealth Financial Network offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 215 advisors with offices in Burlington, and one of 201 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 17% by experience in Burlington
Office1 Van DE Graaff Drive Suite 500, Burlington, MA 01803
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 ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2006 – 2009Pinnacle Capital Management, Inc.Previously
- 2006 – nowCommonwealth Financial NetworkCurrent firm
Contact Stephen
(781) 736-0700Firm headquarters in Waltham, MA. Ask for Stephen. 1 Van DE Graaff Drive Suite 500Burlington, MA 01803Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask Stephen
Tailored to Stephen’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 Stephen
How do I contact Stephen?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Stephen Carson. Stephen works from the Burlington, MA office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1997, about 29 years. Top 17% by experience in Burlington.
What licenses does Stephen hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen 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 Stephen 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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