Unclaimed Profile

Hugh Charles Ogilvie

RAYNER & HAYNOR·MILL VALLEY, California

Series 7Clean record20 years registeredRAYNER & HAYNOR

655 REDWOOD HWY, SUITE 370, MILL VALLEY, CA 94941-3057CRD# 1251629Firm CRD# 108190

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Hugh Charles Ogilvie · MILL VALLEY, CA

Registration

CRD #1251629 · RAYNER & HAYNOR · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RAYNER & HAYNOR

UNITED CAPITAL FINANCIAL ADVISERS

Dec 2014 – Apr 2019

MILL VALLEY, CA

RAYNER & HAYNOR

Feb 2006 – Dec 2014

MILL VALLEY, CA

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · February 10, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RAYNER & HAYNOR

CRD 108190 · SEC 801-13556

AUM

$204M

Regulatory assets under management

Employees

230 client accounts

Services offered by RAYNER & HAYNOR

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RAYNER & HAYNOR →

Introduction

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Frequently Asked Questions

What services does Hugh Charles Ogilvie offer?

Hugh Charles Ogilvie specializes in Financial Planning, Investment Management, Wealth Management.

What are Hugh Charles Ogilvie's credentials?

Hugh Charles Ogilvie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Hugh Charles Ogilvie located?

Hugh Charles Ogilvie is based in MILL VALLEY, California, last registered with RAYNER & HAYNOR.

How does Hugh Charles Ogilvie charge for services?

Hugh Charles Ogilvie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RAYNER & HAYNOR?

RAYNER & HAYNOR has approximately 4 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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