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CH

Chalitda Hughes

FIRST COMMAND ADVISORY SERVICES
Carmel, CA
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CRD#: 7369068
CH

Professional summary


Chalitda Hughes is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Carmel, California and FIRST COMMAND BROKERAGE SERVICES, INC. located in Monterey, California.

Chalitda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Chalitda has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

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.
(1) Name of the other business: Rental Property ; Whether the business is investment-related: No ; Address of the other business: 2098 Spruill Rd, Caledonia, MS 39740 6248 Wolfe Rd, Columbus, MS, 39705 229 Hunters Hollow, Columbus, MS, 39705 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Rental Property Owner ; The start date of your relationship: 11/16/2021 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: My husband and I own 3 rental properties in Mississippi. We hired a manager to take care of them, so we don't have an active role. (2) Name of the other business: Monterey Bay Spouses Club Whether the business is investment-related: No Address of the other business: PO Box 534, Monterey, CA 93943 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Treasurer The start date of your relationship: Jul 01, 2025 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: The Treasurer manages MBSC's finances, ensuring accurate records and compliance with tax obligations. Responsibilities include preparing financial reports, creating and managing budgets, co-signing checks, and overseeing charitable allocations. (3) Name of the other business: Rental Property Whether the business is investment-related: No Address of the other business: 38 W Timberlake Cv, Columbus, MS 39705 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Landlord The start date of your relationship: Jul 11, 2025 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Landlord - minimum duty as we have a property manager.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Chalitda Hughes'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

November 2, 2021 - Present

FIRST COMMAND ADVISORY SERVICES

Office #2: 200 Camino Aguajito #201, Monterey, CA 93940
RIA
CRD#: 281958
Carmel, CA
Current

July 19, 2021 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

Office #1: 200 Camino Aguajito #201, Monterey, CA 93940
BD
CRD#: 3641
Monterey, CA

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".
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942

RIA
Registered Investment Advisory firm - (7/28/2005 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(4/2/2025)
RR
California
(8/31/2022)
IAR
California
(9/27/2023)
RR
Colorado
(5/21/2024)
RR
District of Columbia
(4/2/2025)
RR
Florida
(4/2/2025)
RR
Hawaii
(8/22/2022)
RR
Nevada
(4/2/2025)
RR
Oregon
(4/2/2025)
RR
South Dakota
(4/2/2025)
RR
Texas
(4/2/2025)
IAR
Texas
(4/2/2025)
RR
Washington
(4/2/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/24/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/19/2021
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942

RIA
Registered Investment Advisory firm - (7/28/2005 Approved)
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Contact information


Main Address
1 Firstcomm Plaza, Fort Worth, TX 76109
Mailing Address
Po Box 2387, Fort Worth, TX 76113-2387
Phone number
(817) 731-8621
Established
Firm type
Fiscal year end
# of Employees
1,787

SEC notice filing (52 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP PROGRAM BROCHURE (10/30/2024)

Regulatory assets under management


Total Number of Accounts110,166
AUM (Assets Under Management)$ 22,090,760,499

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


FIRST COMMAND ADVISORY SERVICES

CRD#: 281958Carmel, CA

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