Unclaimed Profile

Charles William Bruton

BRUTON FINANCIAL ADVISORS, LLC·DOWNINGTOWN, Pennsylvania

SIE, Series 1, Series 7, Series 24, Series 6334 years registeredBRUTON 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 · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRUTON FINANCIAL ADVISORS, LLC

BRUTON CHISNELL ADVISORS, LLC

Mar 2018 – Feb 2020

DOWNINGTOWN, PA

BRUTON FINANCIAL ADVISORS, LLC

Sep 2004 – Mar 2018

DOWNINGTOWN, PA

IFG RUSSELL ADVISORS INC

Jan 1995 – Nov 2008

BERWYN, PA

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

Feb 1992 – Dec 2004

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 63

Registration record

First registered · February 27, 1992

Years registered · 34

Disclosure History

2018Investigation

2018Regulatory·Pending

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BRUTON FINANCIAL ADVISORS, LLC

CRD 127181 · SEC 801-63056

AUM

$366M

Regulatory assets under management

Employees

704 client accounts

Services offered by BRUTON FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRUTON FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Charles William Bruton offer?

Charles William Bruton specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with BRUTON FINANCIAL ADVISORS, LLC.

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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