Peter Gaunt
Peter Gaunt is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wayne, PA, with 16 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
515 E. Lancaster Ave, Wayne, PA, 19087
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Regulatory History (1)
Customer Dispute
January 2018Other Business Activities
Peter is an Investment Advisor Representative with CIRA, affiliated with the company since September 2023. He dedicates nearly full-time hours to this role, with 120-160 hours per month spent on trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
PNC InvestmentsBroker
PNC Investments
Citizens Securities, INC.
Citizens Securities, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Park Avenue Securities LLCBroker
Planco Financial Services, LLCBroker
State Registrations5 states
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.