Peter H Callas

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:

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2009-07-22

MA RA
APPROVED

Since 2009-07-22

Branch Locations

100 Cummings Center Suite 115E, Beverly, MA 01915 • United States

3 Oak Street, Westborough, MA 01581 • United States

Beverly, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Self	Beverly	MA	06/1987	Present
Commonwealth Financial Network	Waltham	MA	10/2008	Present
Ball Finacnial Services Co.	Westborough	MA	10/2008	Present

06/1987 → Present

Self

Beverly, MA
10/2008 → Present

Commonwealth Financial Network

Waltham, MA
10/2008 → Present

Ball Finacnial Services Co.

Westborough, MA

Other Businesses

1. PSYCHOTHERAPIST, SELF-EMPLOYED, NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED. 2. LANDLORD AND CO-OWMNER OF CONDOMINIUM RENTAL PROPERTY LOCATED IN DANVERS, MA, NOT INVESTMENT RELATED. 3. FIXED INSURANCE SALES; AS OF 2019; 1% OF TIME SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH LOCATION; INVESTMENT RELATED.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-01-26

S66 Uniform Combined State Law Examination

2009-01-26

View on SEC IAPD