Peter
Brunton
Strategic Wealth Partners, LTD
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About this Advisor
Peter Brunton is a chartered financial analyst working in Independence, Ohio with 6 years of industry experience. Brunton currently works for Strategic Wealth Partners, LTD. Brunton has gained experience at Strategic Wealth Partners, Wealth Design Services, U.S. Bank and Whittier Trust. Brunton is approved to operate in California, Massachusetts, New York, Ohio, Pennsylvania, Texas, Virginia and Washington. Strategic Wealth Partners, LTD is a registered investment business based in Independence, OH. The company has offices in eight locations and a total of 20 advisors. It manages $796 million in assets under management across its 2,393 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 2,393 client accounts, 54% are associated with high-net-worth clients who have greater than $1 million in assets. Strategic Wealth Partners, LTD performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. A financial advisor's fee schedules typically depend on which services the firm provides the client. However, fees charged by Strategic Wealth Partners, LTD most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Wealth Partners, LTD Brokerage Details
$795,833,306
20
2,393
$332,567
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Peter Brunton Work History
Peter has been registered as a financial advisor for 6 years.*
Strategic Wealth Partners
Wealth Design Services
U.S. Bank
Whittier Trust
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Brunton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Wealth Partners, LTD
Independence, OH
Fulton, MD
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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