Saint Petersburg, FL Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,786 advisors across 1,205 offices

Location

Saint Petersburg FL

Advisors at this office

2

Advisors at this office

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Peter P

CFP®, Series 63, Series 65

Saint Petersburg, FL

Commonwealth Financial Network

Peter Pastman is a financial advisor with Commonwealth Financial Network based in Saint Petersburg, FL. He holds the CFP® designation and has 16 years of industry experience. Prior to joining Commonwealth, he worked at Raymond James Financial Services and Goodrich Wealth Planning. He is also the owner of Keystone Financial Planning, LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Christopher M

CFP®, Series 66

Saint Petersburg, FL

Commonwealth Financial Network

Christopher Moran is a CFP® certificant with 26 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network since 2012 and previously worked at Prime Wealth Management. He is also the owner of BrightView Financial LLC, an entity established to facilitate business operations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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