Primerica Advisors
42yrs
Top advisor by experience in Leominster
28yrs
Mark Boldeia
Full name on record: Mark Christopher Boldeia
Financial advisor at Commonwealth Financial Network
Mark Boldeia is a fiduciary financial advisor in Leominster, Massachusetts, with 28 years in the industry. Mark joined Commonwealth Financial Network in 2014, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 31 advisors with offices in Leominster, and one of 26 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 21% by experience nationwide
Office14 Monument Square Suite 303a, Leominster, MA 01453
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowCommonwealth Financial NetworkCurrent firm
Contact Mark
(781) 736-0700Firm headquarters in Waltham, MA. Ask for Mark. 14 Monument Square Suite 303aLeominster, MA 01453Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask Mark
Tailored to Mark’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 Mark
How do I contact Mark?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Mark Boldeia. Mark works from the Leominster, MA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1998, about 28 years. Top 21% by experience nationwide.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark 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 Mark 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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