Peter Gagne

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

• 11/2017 → 07/2021
  Pure Hockey
  Braintree, MA
• 05/2020 → 09/2020
  Stop & Shop
  Nantucket, MA
• 10/2018 → 01/2022
  Bentley University
  Waltham, MA
• 09/2013 → 05/2017
  Xaverian Brothers High School
  Westwood, MA
• 01/2021 → 03/2023
  Shadduck Financial Group
  Braintree, MA
• 05/2017 → 11/2017
  Unemployed
  Quincy, MA
• 04/2022 → 03/2023
  Commonwealth Financial Network
  Waltham, MA
• 03/2023 → Present
  Commonwealth Financial Network
  Waltham, MA
• 03/2023 → 06/2026
  Shadduck Financial
  Braintree, MA
• 06/2026 → Present
  Vantage Point Financial, Llc
  Needham, MA

Other Businesses

1. Fixed insurance sales; as of 03/15/2023; 10% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-24