Douglas Hutchinson
Professional Summary
Douglas Hutchinson, who also goes by Douglas F. Hutchinson, is a registered financial advisor currently at ASSEMBLY WEALTH located in Mill Valley, California. Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Douglas has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Douglas Hutchinson, Douglas F. Hutchinson
Similar Advisors
EDELMAN FINANCIAL ENGINES
TRUIST ADVISORY SERVICES, INC.
MCMILLAN ANALYSIS CORPORATION
HERON BAY CAPITAL MANAGEMENT
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDELMAN FINANCIAL ENGINES
TRUIST ADVISORY SERVICES, INC.
MCMILLAN ANALYSIS CORPORATION
HERON BAY CAPITAL MANAGEMENT
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDELMAN FINANCIAL ENGINES
TRUIST ADVISORY SERVICES, INC.
MCMILLAN ANALYSIS CORPORATION
HERON BAY CAPITAL MANAGEMENT
Disclosures on record.
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.
Similar Advisors
EDELMAN FINANCIAL ENGINES
TRUIST ADVISORY SERVICES, INC.
MCMILLAN ANALYSIS CORPORATION
HERON BAY CAPITAL MANAGEMENT
Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
EDELMAN FINANCIAL ENGINES
TRUIST ADVISORY SERVICES, INC.
MCMILLAN ANALYSIS CORPORATION
HERON BAY CAPITAL MANAGEMENT
Current Firm
ASSEMBLY WEALTH | WRAPMANAGER INC
Contact Information
Main Address
319 Miller Avenue, Mill Valley, CA 94941Phone Number
(415) 541-7774# of Employees
9SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
455AUM (Assets Under Management)
$336,736,592Similar Advisors
EDELMAN FINANCIAL ENGINES
TRUIST ADVISORY SERVICES, INC.
MCMILLAN ANALYSIS CORPORATION
HERON BAY CAPITAL MANAGEMENT
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
EDELMAN FINANCIAL ENGINES
TRUIST ADVISORY SERVICES, INC.
MCMILLAN ANALYSIS CORPORATION
HERON BAY CAPITAL MANAGEMENT
Primary Firm SEC Registration
ASSEMBLY WEALTH | WRAPMANAGER INC
State Registrations and Notice Filings
(1/30/2017)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
EDELMAN FINANCIAL ENGINES
TRUIST ADVISORY SERVICES, INC.
MCMILLAN ANALYSIS CORPORATION
HERON BAY CAPITAL MANAGEMENT
CRS (Client Relationship Summary) - RIA
Click below to view Douglas Hutchinson's CRS (Customer Relationship Summary).
Similar Advisors
EDELMAN FINANCIAL ENGINES
TRUIST ADVISORY SERVICES, INC.
MCMILLAN ANALYSIS CORPORATION
HERON BAY CAPITAL MANAGEMENT