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Zachary Joseph Wielgoszinski

Investment Adviser Representative at Commonwealth Financial Network

South Portland, MECRD #6160455Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
4

Professional summary

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

Zachary Joseph Wielgoszinski is an investment adviser representative with Commonwealth Financial Network in South Portland, ME, where they have been registered since 2022. They have worked in the securities industry since 2014 and have been registered with 4 firms, including Morgan Stanley and Cetera Advisors LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Maine.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Maine
Broker:
1 state or territory

Maine

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 9/15/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 4/25/2013
SIE
Securities Industry Essentials Examination
Passed 2/26/2018
Series 7
General Securities Representative Examination
Passed 4/15/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

HUB International Investment Services Inc.Current
6/26/2026 – South Portland, ME
Commonwealth Financial NetworkCurrent
5/16/2022 – Old Orchard Beach, ME
Commonwealth Financial NetworkCurrent
5/16/2022 – Old Orchard Beach, ME
Morgan Stanley
5/28/2020 – 4/28/2022Portland, ME
Cetera Advisors LLC
1/22/2019 – 5/7/2020South Portland, ME
Strategic Advisers, Inc.
10/19/2017 – 2/26/2018Merrimack, 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. NH Tomahawks
    Jun 2008 – Feb 2017Bedford, NH
  2. E*TRADE Capital Management LLC
    Mar 2016 – Nov 2016Boston, MA
  3. Fidelity Brokerage Services LLC
    Feb 2017 – Jan 2018Merrimack, NH
  4. Equiscript, LLC.
    Apr 2018 – Nov 2018Charleston, SC
  5. Cetera Advisors
    Jan 2019 – May 2020Denver, CO
  6. IIS Financial Services
    Jan 2019 – May 2020South Portland, ME
  7. NEW Hampshire Tomahawks;
    Jun 2008 – Jun 2019Bedford, NH
  8. Morgan Stanley
    May 2020 – Apr 2022Portland, ME
  9. Hub International New England, LLC
    May 2022 – Sep 2026Cumberland, ME
  10. Commonwealth Financial Network
    May 2022 – Sep 2026Waltham, MA
  11. HUB International Investment Services
    Jun 2026 – no end date reportedAustin, TX
  12. LPL Financial LLC
    Sep 2026 – no end date reportedSouth Portland, ME
  13. Global Retirement Partners, LLC
    Sep 2026 – no end date reportedSan Rafael, CA

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

Showing 12 of 2,971 in the directory

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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. Zachary Joseph Wielgoszinski 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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Zachary Joseph Wielgoszinski - Fees & Credentials