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Daniel Scott Grossman

Investment Adviser Representative at Commonwealth Financial Network

Nashua, NHCRD #4476331Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel Scott Grossman is an investment adviser representative with Commonwealth Financial Network in Nashua, NH, where they have been registered since 2004. They have worked in the securities industry since 2001 and have been registered with 4 firms, including Financial Strategies Retirement Partners and Acorn Financial, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Hampshire and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Hampshire, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/8/2002
SIE
Securities Industry Essentials Examination
Passed 12/31/2017
Series 7
General Securities Representative Examination
Passed 12/20/2001

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Commonwealth Financial NetworkCurrent
4/21/2004 – Nashua, NH
Financial Strategies Retirement Partners
3/4/2021 – 7/24/2025Bedford, NH
Acorn Financial, LLC
2/26/2008 – 12/31/2017Nashua, NH
WS Griffith Securities, Inc.
1/30/2002 – 4/23/2004Nashua, NH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Commonwealth Financial Network
    Apr 2004 – Dec 2017Waltham, MA
  2. Acorn Financial, LLC
    Feb 2008 – Jun 2020Nashua, NH
  3. Commonwealth Financial Network
    Jan 2018 – no end date reportedWaltham, MA
  4. Financial Strategies Retirement Partners
    Jun 2020 – Jul 2025Bedford, NH
  5. Granite Ginkgo Financial Planning, LLC
    Jul 2025 – no end date reportedNashua, NH

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Commonwealth Financial Network

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2,971
Offices listed on AdvisorFinder:
26
Main office:
Waltham, MA
SEC file number:
801-41541

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 29, 2026

View full firm profile

Other advisors at Commonwealth Financial Network

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Scott Grossman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Daniel Scott Grossman (Commonwealth Financial Network)