Peter M. Cushing

AFG FIDUCIARY SERVICES

Hingham, MA 02043

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CRD#: 2376087

Professional summary

Peter Michael Cushing, who also goes by Pete Cushing, is a registered financial advisor currently at AFG FIDUCIARY SERVICES located in Hingham, Massachusetts.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Peter has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Peter Michael Cushing's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

March 31, 2021 - Present

AFG FIDUCIARY SERVICES

Office #1: 2 Essington Drive, Hingham, MA 02043

RIA

CRD#: 309943

Hingham, MA

Past

December 4, 2019 - February 26, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

HINGHAM, MA

Past

April 30, 2013 - December 6, 2019

REVERE SECURITIES LLC

CRD#: 14178

BOSTON, MA

Past

October 29, 2012 - May 3, 2013

MSI FINANCIAL SERVICES, INC.

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

CRD#: 6413

BOSTON, MA

Past

August 21, 2001 - September 19, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

BOSTON, MA

Past

February 1, 2000 - August 23, 2001

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

June 3, 1999 - February 1, 2000

HAMBRECHT & QUIST LLC

CRD#: 940

SAN FRANCISCO, CA

Past

May 12, 1999 - June 3, 1999

HAMBRECHT & QUIST LLC

CRD#: 940

Past

June 16, 1994 - May 13, 1999

GRUNTAL & CO., L.L.C.

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".

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(3/31/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/7/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/24/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/15/1994

General Securities Representative Examination

Current Firm

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

SEC notice filing (5 States and Territories)

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 Accounts	442
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.

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Advisor Monitoring

Firm Stability Insights

Peter M. Cushing

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Michael Cushing's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

REVERE SECURITIES LLC

MSI FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

A. G. EDWARDS & SONS, INC.

J.P. MORGAN SECURITIES INC.

HAMBRECHT & QUIST LLC

HAMBRECHT & QUIST LLC

GRUNTAL & CO., L.L.C.

Primary Firm SEC Registration

AFG FIDUCIARY SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 3/7/2008

Series 63

Date: 6/24/1994

SIE

Date: 10/1/2018

Series 7

Date: 6/15/1994

Current Firm

AFG FIDUCIARY SERVICES

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AFG FIDUCIARY SERVICES

TRUST BUT VERIFY

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