Peter V. Donohoe

KESTRA ADVISORY SERVICES

Westwood, MA 02090

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CRD#: 2627978

Professional summary

Peter Vincent Donohoe, CFP®, who also goes by Peter Donohoe, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Westwood, Massachusetts and KESTRA INVESTMENT SERVICES, LLC located in Westwood, Massachusetts.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Peter has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Divorce Planning

Investment Planning

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

Peter Donohoe

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.

Fixed insurance sales; as of 9/01/2023; 2% of time spent during business hours; Conducted at branch location; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Vincent Donohoe'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

October 1, 2025 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 1 University Ave Suite 2b, Westwood, MA 02090

RIA

CRD#: 283330

Westwood, MA

Current

October 1, 2025 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 1 University Avenue Suite 2b, Westwood, MA 02090

CRD#: 42046

Westwood, MA

Past

August 17, 2023 - October 2, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Westwood, MA

Past

August 17, 2023 - October 2, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Westwood, MA

Past

February 6, 2017 - September 1, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

BOSTON, MA

Past

January 30, 2017 - September 1, 2023

LPL FINANCIAL LLC

CRD#: 6413

BOSTON, MA

Past

July 1, 2014 - January 27, 2017

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

BOSTON, MA

Past

September 5, 2013 - January 27, 2017

CITIZENS SECURITIES, INC.

CRD#: 39550

BOSTON, MA

Past

April 9, 2008 - August 30, 2013

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

QUINCY, MA

Past

January 10, 2006 - March 24, 2008

U.S. WEALTH ADVISORS, LLC.

CRD#: 126924

BRAINTREE, MA

Past

October 31, 2005 - December 31, 2005

OSAIC SERVICES, INC.

CRD#: 133763

MIDDLEBORO, MA

Past

February 15, 2005 - March 24, 2008

U.S. FINANCIAL ADVISORS

RIA

CRD#: 108763

BRAINTREE, MA

Past

November 26, 2001 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

September 28, 2001 - November 30, 2001

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

April 27, 2000 - May 15, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

December 13, 1996 - April 19, 2000

J.P. MORGAN SECURITIES LLC

CRD#: 79

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".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(10/1/2025)

Colorado
(10/1/2025)

Connecticut
(10/1/2025)

Florida
(10/1/2025)

Indiana
(10/1/2025)

Maine
(10/1/2025)

Massachusetts
(10/1/2025)

IAR

Massachusetts
(10/1/2025)

New Hampshire
(10/1/2025)

New Jersey
(10/1/2025)

New York
(10/1/2025)

North Carolina
(10/10/2025)

Rhode Island
(10/1/2025)

Virginia
(10/1/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/4/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/23/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/4/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/6/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/28/2006

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

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Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

Regulatory assets under management

Total Number of Accounts	155,482
AUM (Assets Under Management)	$ 60,174,309,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Peter V. Donohoe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Vincent Donohoe's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

KESTRA INVESTMENT SERVICES, LLC

U.S. WEALTH ADVISORS, LLC.

OSAIC SERVICES, INC.

U.S. FINANCIAL ADVISORS

SUNAMERICA SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

MORGAN STANLEY DW INC.

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/4/2016

Series 63

Date: 8/23/1995

SIE

Date: 10/1/2018

Series 31

Date: 1/4/2001

Series 7

Date: 6/6/1995

Series 24

Date: 9/28/2006

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Contact information

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