JM
John G. Mchugh
WEALTHTRUST ASSET MANAGEMENT
Destin, FL 32541
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CRD#: 1830198
JM
Professional summary
John Gerard Mchugh is a registered financial advisor currently at WEALTHTRUST ASSET MANAGEMENT, LLC located in Destin, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. John has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and PC exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
RENTAL PROPERTY; INVESTMENT RELATED; CHESTERFIELD, MO; OWNER; START DATE 5/2008; 2 HRS PER MONTH; 0 HRS DURING TRADING.
RENTAL PROPERTY - INVESTMENT RELATED. CLAYTON, MO. START: 7/1/2013. 2 HRS PER MO/0 DURING TRADING. DUTIES: COLLECT RENT AND MAINTAIN PROPERTY.
RENTAL PROPERTY - INVESTMENT RELATED. DESTIN, FL. START: 10/1/2013. 2 HRS PER MO/0 DURING TRADING. DUTIES: COLLECT RENT AND MAINTAIN PROPERTY.
THE NEST V, LLC; NOT INVESTMENT RELATED; FRONTENAC, MO; RESTAURANT / CLUB; 14.28% OWNERSHIP; START DATE = 02/28/2014; NO TIME DEVOTED; PASIVE INVESTOR.
AS OF 6/2018- REGISTERED INVESTMENT ADVISOR TAMP ADVISORY SOLUTIONS, LLC -DOES BUSINESS AS DUNCAN MCHUGH INVESTMENTS TO MARKET THE SERVICES HE PROVIDES.
CRS (Client Relationship Summary) - RIA
Click below to view John Gerard Mchugh's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 17, 2015 - Present
WEALTHTRUST ASSET MANAGEMENT, LLC
Office #1: 4458 Legendary Dr. Suite 140, Destin, FL 32541Office #2: 16305 Swingley Ridge Rd Suite 210, Chesterfield, MO 63017RIA
CRD#: 174901
Destin, FL
Past
March 9, 2015 - March 17, 2015
WEALTHTRUST ASSET MANAGEMENT, LLC
RIA
CRD#: 174901
DESTIN, FL
Past
July 1, 2003 - February 18, 2015
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CHESTERFIELD, MO
Past
July 1, 2003 - February 18, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CHESTERFIELD, MO
Past
January 1, 2002 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
RIA
CRD#: 7471
ST. LOUIS, MO
Past
March 21, 2000 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
March 19, 1993 - April 10, 2000
CIBC WORLD MARKETS CORP.
BD
CRD#: 630
NEW YORK, NY
Past
June 22, 1988 - March 9, 1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WEALTHTRUST ASSET MANAGEMENT, LLC
925 ADVISORY | WEEMS WEALTH MANAGEMENT, LLC | WEALTHTRUST ASSET MANAGEMENT, LLC | WEALTHTRUST ASSET MANAGEMENT | WEALTHTRUST ADVISORS | WEALTHPOINT INVESTMENTS, LLC | VALIANT WEALTH MANAGEMENT | TAMP ADVISORY SOLUTIONS, LLC | TAMP ADVISORY SOLUTIONS | PRIDE FINANCIAL ADVISORS | DUNCAN MCHUGH INVESTMENTS | CANYON CREEK CAPITAL LLC
CRD#: 174901 / SEC#: 801-80938
RIA
Registered Investment Advisory firm - (2/3/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(5/8/2015)
IAR
Missouri(4/17/2015)
IAR
Texas(3/20/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 5/2/1977
AMEX Put and Call ExamCurrent Firm
WA
WEALTHTRUST ASSET MANAGEMENT, LLC
925 ADVISORY | WEEMS WEALTH MANAGEMENT, LLC | WEALTHTRUST ASSET MANAGEMENT, LLC | WEALTHTRUST ASSET MANAGEMENT | WEALTHTRUST ADVISORS | WEALTHPOINT INVESTMENTS, LLC | VALIANT WEALTH MANAGEMENT | TAMP ADVISORY SOLUTIONS, LLC | TAMP ADVISORY SOLUTIONS | PRIDE FINANCIAL ADVISORS | DUNCAN MCHUGH INVESTMENTS | CANYON CREEK CAPITAL LLC
CRD#: 174901 / SEC#: 801-80938
RIA
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Contact information
Main Address
4458 Legendary Dr. Suite 140, Destin, FL 32541
Mailing Address
Phone number
(850) 460-8444
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 565 |
| AUM (Assets Under Management) | $ 182,970,058 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTHTRUST ASSET MANAGEMENT, LLC
CRD#: 174901Destin, FL 32541TRUST BUT VERIFY
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