Unclaimed Profile

James Marshall Bruton

BRUTON CHISNELL ADVISORS, LLC·DOWNINGTOWN, Pennsylvania

SIE, Series 7, Series 63, Series 65Clean record28 years registeredBRUTON CHISNELL ADVISORS, LLC

521 EAST LANCASTER AVENUE, DOWNINGTOWN, PA 19335CRD# 3010121Firm CRD# 293192

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Marshall Bruton · DOWNINGTOWN, PA

Registration

CRD #3010121 · BRUTON CHISNELL ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

BRUTON CHISNELL ADVISORS, LLC

Mar 2018 – present

BRUTON FINANCIAL ADVISORS, LLC

Apr 2004 – Mar 2018

DOWNINGTOWN, PA

WALNUT STREET ADVISERS INC

Mar 2003 – Dec 2005

DOWNINGTOWN, PA

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

Aug 2000 – Dec 2004

BERWYN, PA

IFG RUSSELL ADVISORS INC

Jul 1998 – Dec 2005

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · July 27, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRUTON CHISNELL ADVISORS, LLC

CRD 293192 · SEC 801-112682

AUM

$644M

Regulatory assets under management

Employees

1,682 client accounts

Services offered by BRUTON CHISNELL 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 CHISNELL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does James Marshall Bruton offer?

James Marshall Bruton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOWNINGTOWN, Pennsylvania for a consultation.

What are James Marshall Bruton's credentials?

James Marshall Bruton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Marshall Bruton located?

James Marshall Bruton is based in DOWNINGTOWN, Pennsylvania, working with BRUTON CHISNELL ADVISORS, LLC. Their office serves clients in the DOWNINGTOWN metropolitan area and surrounding communities.

How does James Marshall Bruton charge for services?

James Marshall 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 CHISNELL ADVISORS, LLC?

BRUTON CHISNELL ADVISORS, LLC has approximately 3 employees and manages $644M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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