Christopher A Peterson

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

• 01/2019 → 10/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
• 10/2016 → 11/2018
  Digital Federal Credit Union
  Frankin, MA
• 09/2013 → 09/2016
  Rtn Federal Credit Union
  Waltham, MA
• 02/2019 → 10/2020
  Bank Of America, N.A.
  Providence, RI
• 10/2020 → 09/2022
  Edward Jones
  St. Louis, MO
• 09/2022 → Present
  Middlesex Financial Group
  Natick, MA
• 09/2022 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2020-10-09 → 2022-09-13
  Edward Jones
  Plainville, MA
• 2019-07-03 → 2020-10-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI

Other Businesses

Fixed insurance sales; Located in Natick, MA, as of 10/01/2022, 10% time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2019-07-01

Other Names

• Christopher Alan Peterson
• Christopher Peterson
• Christopher A Peterson