Peter Donohoe
Peter Donohoe is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Westwood, MA, with 29 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
1 University Ave, Suite 2B, Westwood, MA, 02090
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter sells fixed insurance products since September 2023, dedicating minimal time to this activity. This is conducted at a branch location and is investment-related.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
Citizens Securities, INC.
Citizens Securities, INC.Broker
NFP Securities, INC.Broker
U.S. Wealth Advisors, LLC.Broker
Aig Financial Advisors, INC.Broker
US Financial Advisors, LLC
Sunamerica Securities, INC.Broker
Intersecurities, INC.Broker
Morgan Stanley Dw INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Daniel Sparta, CFPKestra Advisory Services, LLC
- Peter Smith, CFPKestra Advisory Services, LLC
- Ryan Mee, CFPStrategic Advisers LLC
- Christopher Valley, CFACitizens Securities, INC.
- Joshua Devereaux, CFPStage Harbor Financial
- David Sousa, ChFCLPL Financial LLC