Inactive

Peter James Brunton

Strategic Wealth Partners, Ltd.

Independence, OH

CRD 6882301

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Employer firm

Strategic Wealth Partners, Ltd. CRD 148586

$1.64B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Strategic Wealth Partners, Ltd.

5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2022-10-25
NY	RA	APPROVED	2022-09-02
TX	RA	APPROVED	2022-09-02
CA	RA	APPROVED	2018-04-20
OH	RA	APPROVED	2017-11-21

MA RA
APPROVED

Since 2022-10-25
NY RA
APPROVED

Since 2022-09-02
TX RA
APPROVED

Since 2022-09-02
CA RA
APPROVED

Since 2018-04-20
OH RA
APPROVED

Since 2017-11-21

Branch Locations

5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Strategic Wealth Partners	Independence	OH	01/2017	Present
Wealth Design Services	Rochester	NY	12/2015	01/2017

01/2017 → Present

Strategic Wealth Partners

Independence, OH
12/2015 → 01/2017

Wealth Design Services

Rochester, NY

Designations

Chartered Financial Analyst

View on SEC IAPD

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Nearby Offices

SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH

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