DFX Intelligence
Commonwealth Equity Svcs, LLC DBA
unclassified· MA
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocator
- Peoplesbank Defined Benefit Pension Plan Investment adviser (plan)through Oct 31, 2023 Form 5500
Schedule C rows
3 rows, $9,689 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Peoplesbank Defined Benefit Pension Plan | 2024 | 27 | INVESTMENT ADVISOR | $2,972 |
| Peoplesbank Defined Benefit Pension Plan | 2023 | 27 | INVESTMENT ADVISOR | $2,995 |
| Peoplesbank Defined Benefit Pension Plan | 2022 | 27 | INVESTMENT ADVISOR | $3,722 |
What changed
No dated events.