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Kevin Patrick O'Sullivan

Commonwealth Financial Network

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About Kevin Patrick O'Sullivan

Kevin O'Sullivan is a financial advisor with over 20 years of experience in the industry. Kevin joined Commonwealth Financial Network in 2016. Prior to this, Kevin worked at Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Invest Financial Corporation, ING Financial Partners, Inc., MONY Securities Corporation, MetLife Securities Inc., and Metropolitan Life Insurance Company. Kevin holds FINRA Series 6, 7, 22, 63, and 65 securities licenses and a SIE exam. Kevin specializes in providing financial planning services, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Kevin O'Sullivan is currently registered with Commonwealth Financial Network. Commonwealth Financial Network is an Approved Limited Liability Company formed in August 2017 and headquartered in Waltham, Massachusetts. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. They have a presence in all 50 states, as well as in Puerto Rico and the Virgin Islands. The firm manages approximately $177 billion in regulatory assets under management and has a large network of licensed agents, investment adviser representatives, registered representatives, and investment advisory functions. They cater to various client types, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
Commonwealth Financial Network

29 SAWYER ROAD

WALTHAM, MA 02453-3483

$177.03B

Assets Under Management

19,600

Total Clients

3,791

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin O'Sullivan’s Registration & Firm History

MA

09/26/2016 - Present

Commonwealth Financial Network (Quincy MA)

MA

07/01/2005 - 09/29/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (QUINCY MA)

IN

07/01/2005 - 05/10/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

WI

11/16/2004 - 07/12/2005

INVEST FINANCIAL CORPORATION (APPLETON WI)

CT

12/03/2003 - 07/01/2004

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

NY

06/30/2003 - 12/08/2003

MONY SECURITIES CORPORATION (NEW YORK NY)

MA

02/13/2002 - 06/27/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/13/2002 - 06/27/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/22/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2018

Series 7 - General Securities Representative Examination

BC

Issued 03/03/2015

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 02/12/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kevin Patrick O'Sullivan. Review regulatory record here.
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