PB
Peter J. Brunton
STRATEGIC WEALTH PARTNERS, LTD.
Independence, OH 44131-6829
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CRD#: 6882301
PB
Professional summary
Peter James Brunton is a registered financial advisor currently at STRATEGIC WEALTH PARTNERS, LTD. located in Independence, Ohio.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Peter has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Peter James Brunton'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
November 21, 2017 - Present
STRATEGIC WEALTH PARTNERS, LTD.
Office #1: 5005 Rockside Road Suite 1200, Independence, OH 44131-6829RIA
CRD#: 148586
Independence, OH
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".
SW
STRATEGIC WEALTH PARTNERS, LTD.
NAME 413 | STRATEGIC WEALTH PARTNERS, LTD. | SAMARA CAPITAL
CRD#: 148586 / SEC#: 801-79487
RIA
Registered Investment Advisory firm - (4/14/2014 Approved)California
Registered Investment Advisory firm - (6/1/2014 Terminated)New Jersey
Registered Investment Advisory firm - (5/9/2014 Terminated)Ohio
Registered Investment Advisory firm - (5/2/2014 Terminated)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.Highlighted states indicate IAR registrations
IAR
California(4/20/2018)
IAR
Massachusetts(10/25/2022)
IAR
New York(9/2/2022)
IAR
Ohio(11/21/2017)
IAR
Texas(9/2/2022)
Exams
Current Firm
SW
STRATEGIC WEALTH PARTNERS, LTD.
NAME 413 | STRATEGIC WEALTH PARTNERS, LTD. | SAMARA CAPITAL
CRD#: 148586 / SEC#: 801-79487
RIA
Registered Investment Advisory firm - (4/14/2014 Approved)California
Registered Investment Advisory firm - (6/1/2014 Terminated)New Jersey
Registered Investment Advisory firm - (5/9/2014 Terminated)Ohio
Registered Investment Advisory firm - (5/2/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5005 Rockside Road Suite 1200, Independence, OH 44131-6829
Mailing Address
Phone number
(216) 800-9000
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,669 |
| AUM (Assets Under Management) | $ 1,324,195,489 |
Red Flags
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