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Charles William Bruton

BRUTON FINANCIAL ADVISORS, LLC·DOWNINGTOWN, Pennsylvania
Clean recordBRUTON FINANCIAL ADVISORS, LLC
521 EAST LANCASTER AVENUE, DOWNINGTOWN, PA 19335CRD# 820255Firm CRD# 127181

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles William Bruton · DOWNINGTOWN, PA
Registration
CRD #820255 · BRUTON FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles William Bruton is a registered financial advisor based in DOWNINGTOWN, Pennsylvania, affiliated with BRUTON FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BRUTON FINANCIAL ADVISORS, LLC
BRUTON FINANCIAL ADVISORS, LLC
AUM
$366M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BRUTON FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 820255
Firm CRD# 127181
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles William Bruton offer?
Charles William Bruton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOWNINGTOWN, Pennsylvania for a consultation.
What are Charles William Bruton's credentials?
Charles William Bruton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles William Bruton located?
Charles William Bruton is based in DOWNINGTOWN, Pennsylvania, working with BRUTON FINANCIAL ADVISORS, LLC. Their office serves clients in the DOWNINGTOWN metropolitan area and surrounding communities.
How does Charles William Bruton charge for services?
Charles William Bruton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRUTON FINANCIAL ADVISORS, LLC?
BRUTON FINANCIAL ADVISORS, LLC has approximately 10 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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