Peter's experience in the financial services industry includes spending a combined 20 years at Merrill Lynch and Morgan Stanley as a financial advisor. In 2021, Peter decided being independent would allow him to focus more on his clients' goals and joined LPL Financial, the largest independent broker/dealer, as reported by Financial Planning magazine, 1996-2022, based on total revenue.
Peter received his BBA from the University of Michigan. He's also a CERTIFIED FINANCIAL PLANNER™ (CFP®), so you can be sure that he provides expert and professional financial planning services. To earn the CFP designation, Peter had to complete an approved educational program, pass a rigorous examination, and meet stringent experience requirements. Peter also adheres to a professional Code of Ethics, and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Peter and his team have developed a unique process for a select group of successful business owners and professionals, who among other things, aspire to a work-optional lifestyle. Clients want to secure their family investment legacy and look to the future with anticipation, not apprehension. Their process puts all the pieces of the financial puzzle together as their clients' lives unfold and their needs evolve.
Shunyia & Company Private Wealth Advisors was born from the desire to find a NEW way to help clients improve and organize their financial lives into an easy to understand interactive format. We are an independent firm that is committed to helping clients solve their complex financial goals.
Peter Shunyia is affiliated with LPL Financial, the largest independent broker/dealer, as reported by Financial Planning magazine, 1996-2022, based on total revenue.
General Information |
| Name of Broker/Dealer: | LPL Financial |
| Number of Years with Current Firm: | 2 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Education Funding and Planning, Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals |
Services |
| Investment Types: | Stocks, Bonds, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Video Conference, Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Variable Annuity, Variable Life, Life |
Firm Information |
| Advisor's Number of Clients: | 80 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Flat Fee, Based on Assets |
Education |
| Bachelor of Business Administration | University of Michigan
09/04/1995-12/15/1999 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Disclaimer |
| Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA (http://www.finra.org) and SIPC (http://www.sipc.org). The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Peter is a member of a local Trout Unlimited chapter in which he is involved in river conservation efforts. |
Peter Shunyia joins LPL from Merrill Lynch
When: 10/18/2021
Details:LPL Financial announced that financial advisor Peter Shunyia, CFP® has joined LPL Financial to launch his independent financial practice, Shunyia & Co. Private Wealth Advisors. Peter joins LPL from Merrill Lynch. He reported having served approximately $150 million in advisory and retirement plan assets.
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