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CFA · CFP
PB
CFA · CFP

Peter Brucato

Private Advisor Group, LLC
23 Years of Experience
Williamsville, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Peter Brucato is a CFA, CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Williamsville, NY, with 23 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

19 Limestone Drive Suite 5, Williamsville, NY, 14221

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Peter operates his LPL business under the DBA Independent Planner, LLC and provides investment advisory services through Private Advisor Group, dedicating nearly full-time hours to these activities. Peter also sells non-variable insurance products, including life insurance, disability, and long-term care, and owns rental real estate, dedicating a few hours per week to each.

Employment History
Current Registrations
Private Advisor Group, LLC
October 2017 - Present · 9 yrs
LPL Financial LLCBroker
October 2017 - Present · 9 yrs
Previous Registrations
LPL Financial LLC
January 2018 - October 2020 · 2 yrs 9 mos
VALIC Financial Advisors, INC.
January 2004 - September 2017 · 13 yrs 8 mos
VALIC Financial Advisors, INC.Broker
September 2003 - September 2017 · 14 yrs
State Registrations6 states
CAFLMTNJNYPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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