COMMONWEALTH EQUITY SERVICES, LLC X-17A-5 (2025-02-28) — Broker-dealer annual report

Full text of COMMONWEALTH EQUITY SERVICES, LLC's X-17A-5 filed 2025-02-28 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

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{0}------------------------------------------------ ![](_page_0_Picture_0.jpeg) COMMONWEALTH FINANCIAL NETWORK SM A REGISTERED SERVICE MARK OF COMMONWEALTH EQUITY SERVICES, LLC STATEMENT OF FINANCIAL CONDITION DECEMBER 31, 2024 (Public) {1}------------------------------------------------ ![](_page_1_Picture_0.jpeg) | (No. and Street) | | | | | |----------------------------------------------|---------------|------------|--|--| | Waltham | Massachusetts | 02453 | | | | (City) | (State) | (Zip Code) | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | Jonathan Cleasby | 781-209-4382 | jcleasby@commonweal | |------------------|---------------------------------------------------------------------|---------------------| | | and the comments of the comments of the comments of the comments of | | | | (Name - if individual, state last, first, and middle name) | | | |--------------------------------------------------|------------------------------------------------------------|---------|--------------------------------------------| | 80 City Square | Boston | MA | 02129 | | (Address) | (City) | (State) | (Zip Code) | | 09/24/2003 | | 49 | | | (Date of Registration with PCAOB)(if applicable) | | | (PCAOB Registration Number, if applicable) | | | FOR OFFICIAL USE ONLY | | | | | | | | {2}------------------------------------------------ # Public ![](_page_2_Picture_4.jpeg) - - - - - - - - - - - - - - - - - - - - - - - - - - {3}------------------------------------------------ | CONTENTS | |------------------------------------------------------------| | | | | | Report of Independent Registered Public Accounting Firm 1 | | Financial Statement | | Statement of Financial Condition 2 | | Notes to Financial Statement 3-27 | {4}------------------------------------------------ ![](_page_4_Picture_0.jpeg) ### Report of Independent Registered Public Accounting Firm Member and the Board of Directors of Commonwealth Financial Network (A Registered Service Mark of Commonwealth Equity Services, LLC) ### Opinion on the Financial Statement We have audited the accompanying statement of financial condition of Commonwealth Financial Network, a Registered Service Mark of Commonwealth Equity Services, LLC (the Company) as of December 31, 2024, and the related notes (collectively, the financial statement). In our opinion, the financial statement presents fairly, in all material respects, the financial position of the Company as of December 31, 2024, in conformity with accounting p…

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