Peter James Brunton
Investment Adviser Representative at Strategic Wealth Partners, Ltd.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Peter James Brunton is an investment adviser representative with Strategic Wealth Partners, Ltd. in Independence, OH, where they have been registered since 2017, the year they entered the securities industry. They are registered to provide investment advice in California, Massachusetts, New York, Ohio, and Texas.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Massachusetts, New York, Ohio, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Strategic Wealth PartnersJan 2017 – no end date reportedIndependence, OH
- Wealth Design ServicesDec 2015 – Jan 2017Rochester, NY
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Wealth Partners, Ltd.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, M&A advisory, investment management, retirement planning, education funding, tax minimization, and business exit strategy planning. Investment management includes tactical, technical, and dividend-focused in-house strategies, as well as access to over 300 institutional money managers.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 21
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Independence, OH
- SEC file number:
- 801-79487
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 29, 2026
View full firm profileOther advisors at Strategic Wealth Partners, Ltd.
Showing 12 of 21 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peter James Brunton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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