Terrence P. Mchugh

THE MCHUGH GROUP

BRATENAHL, OH

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CRD#: 3020226

Professional summary

Terrence Patrick Mchugh is a registered financial advisor currently at THE MCHUGH GROUP, LLC located in Bratenahl, Ohio.

Terrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Terrence has worked at 3 firms and has passed the Series 7 exam.

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.

ATTORNEY AT LAW INVESTMENT ADVISOR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrence Patrick Mchugh's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 30, 2001 - Present

THE MCHUGH GROUP, LLC

RIA

CRD#: 119811

BRATENAHL, OH

Past

June 20, 2001 - December 31, 2001

FIFTH THIRD/MAXUS SECURITIES INC

CRD#: 6790

CLEVELAND, OH

Past

May 20, 1998 - July 6, 1999

TEMPO SECURITIES CORPORATION

CRD#: 18175

CLEVELAND, OH

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".

THE MCHUGH GROUP, LLC

CANTERBURY CAPITAL | THE MCHUGH GROUP, LLC | TERRENCE P. MCHUGH, LLC | CANTERBURY CAPITAL, LTD.

CRD#: 119811 / SEC#: 801-120942

RIA

Registered Investment Advisory firm - (4/23/2021 Approved)

Ohio

Registered Investment Advisory firm - (6/1/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/28/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(1/30/2001)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 5/19/1998

General Securities Representative Examination

Current Firm

THE MCHUGH GROUP, LLC

CANTERBURY CAPITAL | THE MCHUGH GROUP, LLC | TERRENCE P. MCHUGH, LLC | CANTERBURY CAPITAL, LTD.

CRD#: 119811 / SEC#: 801-120942

RIA

Registered Investment Advisory firm - (4/23/2021 Approved)

Ohio

Registered Investment Advisory firm - (6/1/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/28/2021 Terminated)

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Contact information

Main Address

Bratenahl, OH

Mailing Address

Phone number

(216) 529-1642

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE MCHUGH GROUP, LLC - ADV PART 2 (2/10/2025)

Regulatory assets under management

Total Number of Accounts	160
AUM (Assets Under Management)	$ 308,953,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/17/2025	Cover Page	Report
10/28/2024	Cover Page	Report
10/30/2023	Cover Page	Report

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.

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Terrence P. Mchugh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrence Patrick Mchugh's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE MCHUGH GROUP, LLC

FIFTH THIRD/MAXUS SECURITIES INC

TEMPO SECURITIES CORPORATION

Primary Firm SEC Registration

THE MCHUGH GROUP, LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 5/19/1998

Current Firm

THE MCHUGH GROUP, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THE MCHUGH GROUP, LLC

TRUST BUT VERIFY

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