Tejas Borse

Financial advisor at Commonwealth Equity Services, LLC · Waltham, MA

Last updated 2026-10-10

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Tejas Borse is a financial advisor at Commonwealth Equity Services, LLC in Waltham, MA, CRD 6086473. Licenses and exams on the registration: Series 63, Series 65. First registered 2014-03-03.

Registration

CRD number
6086473
Registration status
Active
First registered
2014-03-03
Years of experience
12
States registered
MA

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2015-10 to 2017-05 · First Republic Securities Company LLC · Boston, MA
  • 2015-10 to 2017-05 · First Republic Investment Management · Boston, MA
  • 2017-08 to 2019-07 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Acton, MA
  • 2017-08 to 2019-07 · Bank of America, N.A. · Acton, MA
  • 2019-07 to Present · Commonwealth Financial Network · Waltham, MA

Current employment

SEC IAPD record for Tejas Borse

Commonwealth Equity Services, LLC

Regulatory AUM
$212,660,045,528
Registered advisors
2,863
Offices
1,929
Clients per advisor
125.9 (High)
Average AUM per client
$589.9K (Low)
High-net-worth client ratio
11.6% (Low)

Commonwealth Equity Services, LLC: advisors, services and reported ETF investments

Reported ETF positions

Commonwealth Equity Services reports 1,673 ETF positions worth $49.8B on Form 13F; the largest are listed.

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Commonwealth Equity Services, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Banking or Thrift Institution
  • Insurance Company or Agency

Location

275 Wyman Street, Ste. 400, Waltham, MA 02451

240 advisors at this office.

Commonwealth Equity Services office in Waltham, MA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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