BB
Benjamin C. Bruton
BRUTON CHISNELL ADVISORS
DOWNINGTOWN, PA 19335
Some features on this profile are disabled
CRD#: 4480874
BB
Professional summary
Benjamin Culver Bruton is a registered financial advisor currently at BRUTON CHISNELL ADVISORS, LLC located in Downingtown, Pennsylvania and VALMARK SECURITIES, INC. located in Downingtown, Pennsylvania.
Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Benjamin has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) VALMARK SECURITIES, INC. - INVESTMENT RELATED - DOWNINGTOWN, PA - BROKER-DEALER - REGISTERED REPRESENTATIVE - 12/2005 - APPROX 20 HRS/MONTH (APPROX 20 HRS/MONTH DURING TRADING HRS) - GENERAL SECURITIES REPRESENTATIVE. /// 2) EXECUTIVE INSURANCE AGENCY, INC - INVESTMENT RELATED - INSURANCE AGENCY - 12/2005 - APPROX 10 HRS/MONTH (APPROX 10 HRS/MONTH DURING TRADING HRS) - INSURANCE AGENT./// 3) Bruton Chisnell Advisors, CCO, RIA, started 1/1/18, 40+ hours per month, has financial interest in company /// 4)Simpson Senior Services Foundation, Nursing home / assisted living foundation, Vice Chair, Assist with meeting coordination and fundraising activities, Started October 2019, not investment related, 1-5 hours per month, no compensation /// 5)Simpson Meadows Community Advisory Council, Advisory Council President, Lead meetings & assist with fundraising, Started January 2018, not investment related, 1-5 hours per month, no compensation - volunteer position /// 6) Bishop Shanahan High School Finance Committee; 220 Woodbine Rd, Downingtown, PA 19335; Catholic High School; Board Member; Review BSHS budget process, Review of investment allocation of funds (restricted/non-restricted), Review Financial aid process, Review financial resources and sufficient for needs; YES Investment Related; Start Date 12/01/2024; Approximately 1-5 hrs. per month; No Compensation./// 7) Simpson Senior Services; 150 Monument Road, Ste. 202, Bala Cynwyd, PA 19004; Senior Living; Board Member; The board meets quarterly, Board members are assigned to committees and fulfill the typical responsibilities of the board members; NOT Investment Related; Start Date 12/01/2024; Approximately 1-5 hrs. per month; no compensation.///
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Culver Bruton's 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®
NoneExperience
Current
March 23, 2018 - Present
BRUTON CHISNELL ADVISORS, LLC
Office #1: 521 East Lancaster Avenue, Downingtown, PA 19335RIA
CRD#: 293192
DOWNINGTOWN, PA
Current
December 6, 2005 - Present
VALMARK SECURITIES, INC.
Office #1: 521 East Lancaster Avenue, Downingtown, PA 19335Office #2: 86 Conservatory Drive Suite C, Barberton, OH 44203BD
CRD#: 31243
Downingtown, PA
Past
September 16, 2004 - March 30, 2018
BRUTON FINANCIAL ADVISORS, LLC
RIA
CRD#: 127181
DOWNINGTOWN, PA
Past
January 8, 2003 - December 12, 2005
WALNUT STREET ADVISERS INC
RIA
CRD#: 109903
DOWNINGTOWN, PA
Past
July 31, 2002 - December 12, 2005
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
DOWNINGTOWN, PA
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".
BC
BRUTON CHISNELL ADVISORS, LLC
BRUTON CHISNELL ADVISORS, LLC
CRD#: 293192 / SEC#: 801-112682
RIA
Registered Investment Advisory firm - (1/22/2018 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.RR
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
RR
Colorado(5/1/2020)
RR
Delaware(8/21/2017)
RR
Florida(10/9/2017)
RR
Illinois(5/13/2020)
RR
Maine(9/20/2019)
RR
Maryland(8/21/2015)
RR
New Hampshire(10/13/2017)
RR
New Jersey(8/21/2017)
RR
New Mexico(10/13/2017)
RR
New York(10/13/2017)
RR
North Carolina(8/12/2014)
RR
Ohio(10/13/2017)
RR
Pennsylvania(12/6/2005)
IAR
Pennsylvania(3/23/2018)
RR
South Carolina(10/13/2017)
RR
Vermont(9/20/2017)
RR
Virginia(10/13/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BC
BRUTON CHISNELL ADVISORS, LLC
BRUTON CHISNELL ADVISORS, LLC
CRD#: 293192 / SEC#: 801-112682
RIA
Registered Investment Advisory firm - (1/22/2018 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
521 East Lancaster Avenue, Downingtown, PA 19335
Mailing Address
Phone number
(610) 518-3900
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,583 |
| AUM (Assets Under Management) | $ 755,343,812 |
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.
