Peter Leonczyk, financial advisor Ludlow MA
89 score

Peter Leonczyk

CRD Number: 6172141
Current Firm: Commonwealth Financial Network

Peter Leonczyk (CRD# 6172141) is an Investment Advisor Representative working at Commonwealth Financial Network in Ludlow, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jul 2013 - Current 3
Pioneer Valley Financial Group Ludlow, MA Mar 2013 - Current 3
Enterprise Rent A Car Windsor Locks, CT Jun 2008 - Feb 2013 4
Storrowtown Tavern West Springfield, MA Jun 2005 - Jun 2008 3
Westfield State University Westfield, MA Jan 2003 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Peter W. Leonczyk
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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