Peter Kenneth Gawreluk

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

• 05/2015 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Owner, Personal Planning Inc doing business as Capital Financial Planning, entity established to facilitate securities business; Conducted at branch; Investment related. 2. Fixed insurance sales, as an Agent, under the name 'Capital Financial Planning'; Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-08-24
• S65 Uniform Investment Adviser Law Examination
  1998-05-14

Designations

• Certified Financial Planner