AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
HW

Hugh C. Wallace

Some features on this profile are disabled
CRD#: 1401766
HW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Hugh Campbell Wallace JR was a registered financial professional .

Hugh is a previously registered financial professional and started their career in finance in 1985. Hugh had worked at 12 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 4, 2017 - March 15, 2018

HUNT FINANCIAL SECURITIES

BD
CRD#: 169919
New York, NY
Past

May 11, 2015 - April 27, 2017

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
Garden City, NY
Past

November 7, 2012 - January 16, 2015

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

July 25, 2011 - November 7, 2012

PIERPONT CAPITAL ADVISORS LLC

BD
CRD#: 108424
NEW YORK, NY
Past

November 1, 2004 - July 8, 2011

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

August 9, 2001 - November 1, 2004

BONDS DIRECT SECURITIES LLC

BD
CRD#: 112297
NEW YORK, NY
Past

September 11, 1990 - August 21, 2001

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

November 15, 1989 - October 12, 1990

W.J. NOLAN & COMPANY, INC.

BD
CRD#: 16465
NEW YORK, NY
Past

April 22, 1989 - October 17, 1989

BULL & BEAR SECURITIES, INC.

BD
CRD#: 15142
NEW YORK, NY
Past

November 12, 1988 - May 3, 1989

MIDAS SECURITIES GROUP, INC.

BD
CRD#: 14009
ROCHESTER, NY
Past

July 12, 1988 - November 15, 1988

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

November 5, 1985 - July 22, 1988

CENTREVILLE SECURITIES INC.

BD
CRD#: 16347

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/16/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HF
HUNT FINANCIAL SECURITIES
HUNT FINANCIAL SECURITIES | HUNT FINANCIAL SECURITIES, LLC

CRD#: 169919 / SEC#: , 8-69397

BD
Terminated by SEC on 07/09/2022
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/08/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
HUNT CAPITAL HOLDINGS INVESTMENTS, LLC100% MEMBER
GUZMAN, JEFFREY MCCO3095123

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HUNT FINANCIAL SECURITIES

CRD#: 169919

TRUST BUT VERIFY

Monitor Hugh Wallace

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics