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Peter M. Cushing

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CRD#: 2376087
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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Michael Cushing, who also goes by Pete Cushing, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1994. Peter had worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Pete Cushing

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 31, 2021 - December 31, 2025

AFG FIDUCIARY SERVICES

RIA
CRD#: 309943
HINGHAM, MA
Past

December 4, 2019 - February 26, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
HINGHAM, MA
Past

April 30, 2013 - December 6, 2019

REVERE SECURITIES LLC

BD
CRD#: 14178
BOSTON, MA
Past

October 29, 2012 - May 3, 2013

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
DANVERS, MA
Past

March 31, 2008 - November 20, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
BOSTON, MA
Past

September 14, 2007 - November 20, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
BOSTON, MA
Past

August 21, 2001 - September 19, 2007

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
BOSTON, MA
Past

February 1, 2000 - August 23, 2001

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

June 3, 1999 - February 1, 2000

HAMBRECHT & QUIST LLC

BD
CRD#: 940
SAN FRANCISCO, CA
Past

May 12, 1999 - June 3, 1999

HAMBRECHT & QUIST LLC

BD
CRD#: 940
Past

June 16, 1994 - May 13, 1999

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
AFG FIDUCIARY SERVICES
AFG FIDUCIARY SERVICES | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

CRD#: 309943 / SEC#: 801-119539

RIA
Registered Investment Advisory firm - (9/25/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/7/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/24/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/15/1994
General Securities Representative Examination

Current Firm

AF
AFG FIDUCIARY SERVICES
AFG FIDUCIARY SERVICES | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

CRD#: 309943 / SEC#: 801-119539

RIA
Registered Investment Advisory firm - (9/25/2020 Approved)
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Contact information

Main Address
2 Essington Drive, Hingham, MA 02043
Mailing Address
Phone number
(781) 741-2540
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AFG DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY (2/13/2025)

Regulatory assets under management

Total Number of Accounts442
AUM (Assets Under Management)$ 229,162,602

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AFG FIDUCIARY SERVICES

CRD#: 309943

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