PH
Peter F. Hughes
TELOS PARTNERS
Cottonwood Heights, UT
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CRD#: 4887882
PH
Peter Fergus HughesTELOS PARTNERS
Professional summary
Peter Fergus Hughes is a registered financial advisor currently at TELOS PARTNERS LLC located in Cottonwood Heights, Utah.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Peter has worked at 6 firms and has passed the Series 63, Series 87 and Series 7 exams.
At a Glance
Always Fiduciary
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.
1.) Peter Hughes is the sole owner of Peter Hughes Consulting, a separate and unaffiliated entity. This activity accounts for approximately 10% of his time during trading hours. As a Consultant, Mr. Hughes helps value companies, helps implement business improvement processes, and advises business owners with respect to bringing their company to market and negotiating the appropriate price. This creates a conflict of interest because Mr. Hughes has an incentive to refer clients between Peter Hughes Consulting and EI, although neither party receives compensation for client referrals. To mitigate the existence of this conflict, as a fiduciary Mr. Hughes has a duty to act solely in the best interests of each client and will only recommend services appropriate to the client's circumstances. Clients are under no obligation to act upon the recommendations. In addition, clients utilizing services of both entities will engage and remit payment to each business separately. 2.) Peter Hughes is the sole owner of Peter Hughes Coaching, a separate and unaffiliated entity. This activity accounts for approximately less than 5% of his time during trading hours. As a Performance & Life Coach, Mr. Hughes helps people identify areas where they feel stuck, out of alignment, or unfulfilled, and together they work on those areas to break through limiting beliefs, restore balance, and achieve meaningful goals with specific, measurable outcomes. Areas of focus include alleviating burnout, navigating transitions, and strengthening relationships. This creates a conflict of interest because Mr. Hughes has an incentive to refer clients between Peter Hughes Performance Coaching and EI, although neither party receives compensation for client referrals. To mitigate the existence of this conflict, as a fiduciary Mr. Hughes has a duty to act solely in the best interests of each client and will only recommend services appropriate to the client's circumstances. Clients are under no obligation to act upon the recommendations. In addition, clients utilizing services of both entities will engage and remit payment to each business separately. 3.) Peter Hughes is also a 50% owner of Talon Real Estate LLC a separate and unaffiliated entity. This activity accounts for less than 5% of his time during trading hours. As a managing member of Talon Real Estate LLC, Mr. Hughes collects rental income from an owned property.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Fergus Hughes'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
May 6, 2026 - Present
TELOS PARTNERS LLC
RIA
CRD#: 340922
Cottonwood Heights, UT
Past
October 17, 2024 - July 22, 2026
FORREST FINANCIAL PARTNERS LLC
RIA
CRD#: 325055
Cottonwood Heights, UT
Past
July 21, 2020 - July 21, 2026
EVOLVE INVESTING LLC
RIA
CRD#: 309587
SANDY, UT
Past
August 13, 2008 - September 26, 2012
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
April 25, 2005 - November 23, 2007
CREDIT SUISSE SECURITIES (USA) LLC
BD
CRD#: 816
NEW YORK, NY
Past
January 4, 2005 - April 19, 2005
THOMAS WEISEL PARTNERS LLC
BD
CRD#: 46237
SAN FRANCISCO, CA
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
Utah(5/6/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TP
TELOS PARTNERS LLC
TELOS PARTNERS LLC
CRD#: 340922 / SEC#: 801-136053
RIA
Registered Investment Advisory firm - (4/29/2026 120-Day Approval)Loading...
Contact information
Main Address
124 Simsbury Rd Bldg 1 Ste 202, Avon, CT 06001
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees
SEC notice filing (2 States and Territories)
Documents
Red Flags
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