Peter Lang Stevens

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 09/2016
  Summit Brokerage Services Inc
  Davie, FL
• 12/2011 → 05/2021
  Summit Financial Group
  Davie, FL
• 09/2019 → 10/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 01/2008 → Present
  Stevens Financial Inc.
  Ft Lauderdale, FL
• 03/2023 → 10/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 10/2024 → Present
  Cary Stamp & Co.
  Plantation, FL

Previous Registrations

• 2023-04-04 → 2024-10-24
  Cetera Investment Advisers Llc
  Plantation, FL
• 2021-03-22 → 2023-06-29
  Cetera Wealth Services, Llc
  Coconut Creek, FL
  Boca Raton, FL
  Boca Raton, FL
• 2012-01-18 → 2021-05-20
  Summit Financial Group Inc
  Davie, FL
• 2010-04-05 → 2011-12-31
  Dernis Financial
  Fort Lauderdale, FL
• 2010-02-08 → 2011-12-15
  Osaic Wealth, Inc.
  Boca Raton, FL
  Ft. Lauderdale, FL
  Boca Raton, FL
  Ft. Lauderdale, FL
• 2004-10-18 → 2008-04-22
  Baron Silver Stevens Financial Advisors, Llc
  Fort Lauderdale, FL
• 1999-06-16 → 2003-03-04
  Osaic Fa, Inc.
  Deerfield Beach, FL

Other Businesses

Fixed insurance sales; as of 10/17/2024; 1% time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-05