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Peter Tompkins Wheeler

COMMONWEALTH EQUITY SERVICES, LLC·WALTHAM, Massachusetts
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29 SAWYER ROAD, WALTHAM, MA 02453-3483CRD# 1286415Firm CRD# 8032
01

About

Peter Tompkins Wheeler is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with COMMONWEALTH EQUITY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
COMMONWEALTH EQUITY SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
AUM
$177.0B
Regulatory assets under management
Employees
4500
Total firm employees
View all advisors at COMMONWEALTH EQUITY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1286415
Firm CRD# 8032
10 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Tompkins Wheeler offer?
Peter Tompkins Wheeler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Peter Tompkins Wheeler's credentials?
Peter Tompkins Wheeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Tompkins Wheeler located?
Peter Tompkins Wheeler is based in WALTHAM, Massachusetts, working with COMMONWEALTH EQUITY SERVICES, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Peter Tompkins Wheeler charge for services?
Peter Tompkins Wheeler's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMONWEALTH EQUITY SERVICES, LLC?
COMMONWEALTH EQUITY SERVICES, LLC has approximately 4500 employees and manages $177.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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