Peter William Pastman
Investment adviser representative at Commonwealth Financial Network
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$212.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Commonwealth Financial NetworkSep 2023 to now
- Keystone Financial Planning, LLCSep 2023 to now
- Raymond James Financial Services Advisors Inc.Apr 2018 to Sep 2023
- Raymond James Financial Services, Inc.Apr 2018 to Sep 2023
- Goodrich Wealth PlanningFeb 2018 to Sep 2023
- Raymond James & Associates, Inc.Nov 2009 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5379265
- Firm CRD
- 8032