Oneamerica Securities
46yrs
Top advisor by experience in Waltham
7yrs
Amy E Kitson
Financial advisor at Commonwealth Financial Network
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office275 Wyman Street, Suite. 400, Waltham, MA 02451
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
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.
Uniform Combined State Law Examination
Career
- 2019 – nowCommonwealth Financial NetworkCurrent firm
Questions to ask Amy
Tailored to Amy’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Amy
How do I contact Amy?
Call Commonwealth Financial Network at 781-736-0700 and ask for Amy E Kitson. Amy works from the Waltham, MA office.
How long has Amy been a financial advisor?
Amy has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Amy hold?
Series 66. Tap any license on this page to see what it allows.
Is Amy a fiduciary?
Amy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Amy 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 Amy for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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